CRD: 142615
White OAK Financial Management, INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2003
- Office Locations
- 1
Office Locations
About White OAK Financial Management, INC
White Oak Financial Management is a fee-based, discretionary investment manager and planning firm serving individuals and small businesses in Asheville, NC. The team focuses on wealth accumulation, preservation, and retirement income planning, building risk-managed portfolios using supply-and-demand technical charting and institutional-quality factor analysis to target risk-adjusted returns. Advisors emphasize fiduciary, holistic coordination with CPAs and estate attorneys.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PRIESTLEY CUMMINGS FORD
Chief Operating Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
LAURA CUMMINGS MCCUE
Chief Executive Officer, Investment Advisor Representative, President
- CRD
- #1641155
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
Luke Gerolimatos
Investment Advisor Representative
- CRD
- #7087840
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,365,740 | $158,942 |
| Non-Discretionary | $130,326 | $43,442 |
| Total | $143,496,066 | $158,559 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing