SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Silver Oak Advisory Group
Portland, OR
Silver Oak Advisory Group, Inc., CRD 108298
Firm filing updated July 1, 2026 ·
- $418.9MAssets
- 193Clients
- 7Advisory staff
- 738Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals140
- Individuals50
- Charities3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 50 | $32.7 million |
| High net worth individuals | 140 | $378.4 million |
| Charitable organizations | 3 | $7.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$418.9 million
- Accounts738
- Discretionary$340.6 million · 609 accounts
- Non-discretionary$78.3 million · 129 accounts
People
- Employees8
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Silver Oak Advisory Group, Inc. SEC-registered investment advisor. CRD 108298, SEC file 801-39897.
- Registered with the SEC as an investment advisor (status date on record: September 13, 1991).
Is Silver Oak Advisory Group a fiduciary?
Short answer: Silver Oak Advisory Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.