Oak Ridge Investments, LLC
Chicago, IL·SEC-registered · CRD #107066
Oak Ridge Investments, LLC is an SEC-registered investment advisory firm in Chicago, IL managing $1.7B across 3.9k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
3.9k
Advisory staff
11
Fee model
Fee-only
How Oak Ridge Investments, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Oak Ridge Investments, LLC
How much does Oak Ridge Investments, LLC manage?
Per its most recent SEC Form ADV filing (05/04/2026), Oak Ridge Investments, LLC reports $1.7B in regulatory assets under management across roughly 3.9k client accounts.
How does Oak Ridge Investments, LLC charge?
Oak Ridge Investments, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Oak Ridge Investments, LLC a fiduciary?
Yes. Oak Ridge Investments, LLC is registered with the U.S. Securities and Exchange Commission (CRD #107066), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Oak Ridge Investments, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Oak Ridge Investments, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chicago, IL
Profile compiled from Oak Ridge Investments, LLC's public SEC Form ADV filing (CRD #107066, filed 05/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oak Ridge Investments, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Oak Ridge Investments, LLC? Claim this profile.