Silver Oak Securities, INC.
Jackson, TN·SEC-registered · CRD #46947
Silver Oak Securities, INC. is an SEC-registered investment advisory firm in Jackson, TN managing $2.4B across 15k client accounts, with 103 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.4B
Client accounts
15k
Advisory staff
103
Fee model
Fee-based
How Silver Oak Securities, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Silver Oak Securities, INC.
How much does Silver Oak Securities, INC. manage?
Per its most recent SEC Form ADV filing (05/07/2026), Silver Oak Securities, INC. reports $2.4B in regulatory assets under management across roughly 15k client accounts.
How does Silver Oak Securities, INC. charge?
Silver Oak Securities, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Silver Oak Securities, INC. a fiduciary?
Yes. Silver Oak Securities, INC. is registered with the U.S. Securities and Exchange Commission (CRD #46947), 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 Silver Oak Securities, INC. 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 Silver Oak Securities, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Jackson, TN
Profile compiled from Silver Oak Securities, INC.'s public SEC Form ADV filing (CRD #46947, filed 05/07/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Silver Oak Securities, INC.. 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 Silver Oak Securities, INC.? Claim this profile.