{
  "crd_number": 286481,
  "slug": "black-oak-capital-management-llc-westport-ct-286481",
  "primary_business_name": "BLACK OAK CAPITAL MANAGEMENT, LLC",
  "legal_name": "BLACK OAK CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Westport",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2017-01-31",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://blackoakcap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286481",
  "city_as_filed": "WESTPORT",
  "url": "https://advisorcensus.com/firm/black-oak-capital-management-llc-westport-ct-286481",
  "display_name": "Black Oak Capital Management, LLC",
  "summary": "Black Oak Capital Management, LLC is an exempt reporting adviser in Westport, CT, filing reports since 2017. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Black Oak Capital Management, LLC (CRD 286481): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Black Oak Capital Management, LLC located?",
      "a": "Black Oak Capital Management, LLC's principal office is in Westport, CT, according to its Form ADV."
    },
    {
      "q": "How does Black Oak Capital Management, LLC report to regulators?",
      "a": "Black Oak Capital Management, LLC is an exempt reporting adviser, filing reports since 2017. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 286481."
    },
    {
      "q": "Does Black Oak Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286481"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/black-oak-capital-management-llc-westport-ct-286481.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286481",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}