$418.9M Total AUM
$340.6M Disc. AUM
10.2% 3Y CAGR
8 Employees
281 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-1991
- Office Locations
- 1
Office Locations
1130 SW Morrison ST STE 312 Portland OR
About Silver OAK Advisory Group
Silver Oak Advisory Group is an independent, fee-only RIA in Portland, Oregon (serving clients since 1991) providing holistic financial planning and ongoing coaching to help people align financial decisions with life goals. Portfolios emphasize market efficiency, diversification, and keeping investment costs low. Custody is available through Charles Schwab.
Team overview
46 AVG AGE
$59.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.4 yrs AVG TENURE
8 Employees
7 Advisory Reps
3 RIA Reps
34yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JESSICA MARIE HOWE
Advisor, President
- CRD
- #5529814
- Ownership
- 75% or more
Available
Available
Available
J
JOANNE BOORMAN
Associate Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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P
Parker Michael Gallagher
Financial Advisor
- CRD
- #7858490
Available
Available
Available
BRENT COLE HUNSBERGER
Advisor
- CRD
- #5910923
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,635,181 | $559,335 |
| Non-Discretionary | $78,300,894 | $606,984 |
| Total | $418,936,075 | $567,664 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
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| Public Funds | Available | Available |
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| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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