SILVER OAK ADVISORY GROUP, INC.
DBA: SILVER OAK ADVISORY GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $418.9M |
| Discretionary | $340.6M81% of AUM |
| Non-Discretionary | $78.3M |
| Client Accounts | 738 |
| Avg Account Size | $568K |
| Employees | 8 |
| Peak AUM | $418.9MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $419M | +12.6% | +10.2% | +7.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $418.9M |
| Discretionary | $340.6M |
| Employees | 8 |
| Client Accounts | 738 |
| Client Range | 251-500 |
Contact & Location
Address
1130 SW MORRISON ST
PORTLAND OR 97205-2217
Phone
503-242-1715
Filing History
45 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$341M
81.3% of AUM
Non-Discretionary
$78M
18.7% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported