This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-06-2012
- Office Locations
- 1
Office Locations
About OLD OAK Advisors, LLC
Old Oak Advisors, LLC is a Vestavia Hills, AL RIA providing financial planning and portfolio construction, including tax and estate planning, with a focus on business owners. Portfolios emphasize asset allocation and risk management and commonly use public funds and ETFs. The firm custodies with Altruist and uses tools such as Black Diamond and RightCapital.
Reported data analysis
What the numbers show
Of the latest reported AUM, 90.1% is discretionary and 9.9% is non-discretionary.
The firm reports 1 advisory representatives and 57 clients, or 57 clients per representative. That equates to $434.6K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review OLD OAK Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full OLD OAK Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY MICHAEL FLORIO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6012087
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,322,854 | -- |
| Non-Discretionary | $2,450,712 | -- |
| Total | $24,773,566 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
OLD OAK Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.