CRD: 46947
Silver OAK Securities, Incorporated
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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-1999
- Office Locations
- 114
Office Locations
About Silver OAK Securities, Incorporated
Silver Oak Securities, Inc. is an advisor-owned, independent broker-dealer and SEC-registered investment adviser serving independent wealth advisors. With 20+ years in the independent financial services community, it offers a collaborative wealth management platform built to simplify digitization, plus full-service support from front to back office and a broad menu of products and services for today’s investors. FINRA and SIPC member; founded in 1999.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM ELLISTON HOPKINS II
Owner, President, Secretary
- CRD
- #2582698
- Ownership
- 25% but less than 50%
ANDREW ROBERT WALLACE
Certified Financial Planner
- CRD
- #4367954
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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RICHARD BENNETT ADAMS
LPL Financial Wealth Advisor
- CRD
- #6372856
Robert Parks Ahler
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- CRD
- #2790169
Showing 2 of 209 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,403,811,769 | $160,190 |
| Non-Discretionary | $44,513,325 | $511,647 |
| Total | $2,448,325,094 | $162,216 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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