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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer capital
- Established Date
- 10-24-2005
- Office Locations
- 1
Office Locations
About OAK Advisors, LLC
Oak Advisors, LLC is a fee-only, independent fiduciary RIA providing personalized wealth management and financial planning for investors navigating accumulation, retirement, and legacy goals. The team emphasizes proactive guidance and education, building portfolios through asset allocation and vehicles such as ETFs and mutual funds (custodied at Schwab). Named a Financial Advisor Magazine Top RIA in 2025.
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Investment Themes
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Owner & Executives
JOHN CHARLES CHIACCHIERO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3100917
- Ownership
- 50% but less than 75%
MICHELLE ANN MYHRE
Advisor, Managing Member
- CRD
- #3024239
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ALFRED ANTHONY CERRATI
Senior Advisor
- CRD
- #4671684
Sarah Huie
Certified Financial Planner
- CRD
- #7277792
Signal oak
Crest zenith
- CRD
- #44325
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,739,465 | $544,435 |
| Non-Discretionary | $0 | -- |
| Total | $284,739,465 | $544,435 |
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Separately Managed Accounts
Total SMA Asset: $284,739,465
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,203,138,205 | 48.1% |
| Equity - Exchange | $1,200,046,174 | 26.2% |
| Cash | $1,177,144,530 | 25.7% |
| Total | $4,580,328,909 | 100.0% |