# Blackoak Advisors LLC

> Blackoak Advisors LLC is a state-registered investment advisory firm in Des Moines, IA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 338349
- Filed as: BLACKOAK ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338349
- AdvisorCensus page: https://advisorcensus.com/firm/blackoak-advisors-llc-des-moines-ia-338349

## Quick answers

**How is Blackoak Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blackoak Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blackoak Advisors LLC located?**
Blackoak Advisors LLC's principal office is in Des Moines, IA, according to its Form ADV.

**Is Blackoak Advisors LLC registered with the SEC or a state?**
Blackoak Advisors LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338349.

**How much does Blackoak Advisors LLC manage?**
Blackoak Advisors LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 3, 2026.

**Does Blackoak Advisors LLC 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/338349

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blackoakadv.com
- LinkedIn @blackoakadv
- LinkedIn @msford
- X @MatthewSFord

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blackoak Advisors LLC (CRD 338349): Form ADV filing data as of October 2026.