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OAK Brook Advisors, LLC

OAK Brook Advisors, LLC. CRD 118151

OAK Brook Advisors, LLC logo

CRD: 118151

OAK Brook Advisors, LLC

$17.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
128 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
Assetmark · Pershing · SEI
Clients
Retail
Platforms
--
Established Date
02-05-1988
Office Locations
1

Office Locations

15720 Brixham Hill AVE Suite 300 Charlotte NC

About OAK Brook Advisors, LLC

Oak Brook Advisors, Ltd. is an Illinois-based RIA affiliated with Oak Brook Financial Group, focused on retirement-oriented planning and wealth management. The firm advises on 401(k)/IRA rollovers, retirement income maximization, estate planning, and insurance and fee-based investment strategies, including annuities. Co-principal W. Russell Grzywinski (advisor since 1982) is a Bank On Yourself™ Professional.

Reported data analysis

What the numbers show

Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.

The firm reports 1 advisory representatives and 128 clients, or 128 clients per representative. That equates to $132.8K in reported AUM per client.

The profile lists 1 reported office location and 38 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$17.0M AVG AUM / ADVISOR
$132.8K AVG AUM / CLIENT
28.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age

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Available data coverage

  • Asset Classes
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services

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Owner & Executives

WALTER RUSSELL GRZYWINSKI

WALTER RUSSELL GRZYWINSKI

Chief Compliance Officer, President

CRD
#1082642
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $17,000,000 --
Total $17,000,000 --

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Separately Managed Accounts

SMA allocation detail is available

OAK Brook Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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