CRD: 142615
White OAK Financial Management, INC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 24, 2025 and January 13, 2026, reported AUM increased 27.3%, from $112.7M to $143.5M.
Across 5 reported observations, AUM increased 241.7% between March 31, 2011 and January 13, 2026, from $42.0M to $143.5M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 3 advisory representatives and 351 clients, or 117 clients per representative. That equates to $408.8K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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 |
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Separately Managed Accounts
SMA allocation detail is available
White OAK Financial Management, INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.