SourcingSourcing

OAK ADVISORS, LLC

C42
CRD 137192·SEC 801-64842·BLUFFTON, SC
AUM
$284.7M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$854K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAK ADVISORS, LLC
CRD
137192
SEC file #
801-64842
EIN
—
DBA names
—

Economics

AUM
$284.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$141.9M → $284.7M▲ +101%
Client mix
Individuals Other94
Individuals High Net Worth69

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
BLUFFTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/14/2026
ADV-W filed at
—
Website
oakadvisors.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHIACCHIERO, JOHN, CHARLES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CHIACCHIERO, JOHN, CHARLES
MYHRE, MICHELLE, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OAKADVISORS.NET
Rdap Domain Creation Date
2006-10-06T15:21:56Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001104465
Edgar Registered
Yes
Edgar Filing Count
117
Edgar First Filing Date
2000-02-04
Edgar Last Filing Date
2016-10-07
Edgar 13f Count
42
Edgar 13f Latest AUM Estimate
Filing Date2008-08-18
Accession0000950123-08-009853

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Business
100 SOUTH BEDFORD ROADMT KISCO, NY 10549
Edgar Recent Filings
42016-10-07 · 0001140361-16-082290
42012-10-15 · 0001140361-12-043774
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2028-10-06T15:21:56Z
Rdap Domain Last Changed
2025-09-06T06:31:16Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3100917
Trust Company Affiliate
No

People (6)

6
CHIACCHIERO, JOHN, CHARLES
IAR · Direct Owner · 62.5%
3100917
MYHRE, MICHELLE, ANN
IAR · Direct Owner · 62.5%
3024239
Sarah Huie
IAR
7277792
ALFRED ANTHONY CERRATI
IAR
4671684
Kevin Anthony Myhre
IAR
7653156
HEIDI OBENAUER YOSHIDA
IAR
4245858