# Cascade Oak Investments, LLC

> Cascade Oak Investments, LLC is an exempt reporting adviser in La Jolla, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 309524
- Filed as: CASCADE OAK INVESTMENTS, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: May 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309524
- AdvisorCensus page: https://advisorcensus.com/firm/cascade-oak-investments-llc-la-jolla-ca-309524

## Quick answers

**Where is Cascade Oak Investments, LLC located?**
Cascade Oak Investments, LLC's principal office is in La Jolla, CA, according to its Form ADV.

**How does Cascade Oak Investments, LLC report to regulators?**
Cascade Oak Investments, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 309524.

**Does Cascade Oak Investments, 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/309524

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cascade Oak Investments, LLC (CRD 309524): Form ADV filing data as of October 2026.