SILVER OAK SECURITIES INCORPORATED
DBA: SILVER OAK SECURITIES, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.45B |
| Discretionary | $2.40B98% of AUM |
| Non-Discretionary | $44.5M |
| Client Accounts | 15,093 |
| Avg Account Size | $162K |
| Employees | 103 |
| Peak AUM | $2.45BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.4B | +20.7% | +29.9% | +26.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.45B |
| Discretionary | $2.40B |
| Employees | 103 |
| Client Accounts | 15093 |
| Client Range | 101-250 |
Contact & Location
Address
403 N. PARKWAY
JACKSON TN 38305
Phone
731-668-3825
Filing History
109 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.4B
98.2% of AUM
Non-Discretionary
$45M
1.8% of AUM
Disc. mix ▼ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
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
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerPension Consultant