# Black Oak Investment Management Company

> Black Oak Investment Management Company is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 308421
- Filed as: BLACK OAK INVESTMENT MANAGEMENT COMPANY
- Legal name: Black Oak Investment Management Company LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308421
- AdvisorCensus page: https://advisorcensus.com/firm/black-oak-investment-management-company-308421

## Quick answers

**How is Black Oak Investment Management Company compensated?**
On its Form ADV (Item 5.E, October 2026), Black Oak Investment Management Company reports these compensation arrangements: a percentage of assets under its management.

**Is Black Oak Investment Management Company registered with the SEC or a state?**
Black Oak Investment Management Company is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308421.

**How much does Black Oak Investment Management Company manage?**
Black Oak Investment Management Company reports $23,607,274 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (57% discretionary).

**What types of clients does Black Oak Investment Management Company serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Black Oak Investment Management Company report any disciplinary disclosures?**
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/308421

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $23,607,274
- Discretionary: $13,447,183
- Non-discretionary: $10,160,091

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $23,607,274 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blackoakimc.com
- LinkedIn @blackoakimc
- LinkedIn @nickblankl

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Black Oak Investment Management Company (CRD 308421): Form ADV filing data as of October 2026.