Private Market View

SILVER OAK SECURITIES, INC.

Other · JACKSON, TN

AUM
$1.9M
Portfolio companies
Recorded deals
Last investment

Key facts

  • SILVER OAK SECURITIES, INC. is a other based in JACKSON, TN.
  • SILVER OAK SECURITIES, INC. reports $1.9M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 46947
Regulatory AUM
$1.9M
Private fund assets
Private funds
Staff
103
Registered office
JACKSON, TN
SEC status
Approved

Discloses a disciplinary history on Form ADV.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SILVER OAK SECURITIES INCORPORATED).

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Portfolio

Portfolio — not yet on record

No portfolio companies for SILVER OAK SECURITIES, INC. are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is SILVER OAK SECURITIES, INC.'s AUM?
SILVER OAK SECURITIES, INC. manages approximately $1.9M in assets.