# Oak Investments, LLC

> Oak Investments, LLC is a state-registered investment advisory firm in Rochester, MI, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2025.

- CRD: 331923
- Filed as: OAK INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rochester, MI
- Filing period: October 2026
- Form ADV filing dated: March 10, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331923
- AdvisorCensus page: https://advisorcensus.com/firm/oak-investments-llc-rochester-mi-331923

## Quick answers

**How is Oak Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Investments, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oak Investments, LLC located?**
Oak Investments, LLC's principal office is in Rochester, MI, according to its Form ADV.

**Is Oak Investments, LLC registered with the SEC or a state?**
Oak Investments, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 331923.

**Does 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/331923

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- 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. Oak Investments, LLC (CRD 331923): Form ADV filing data as of October 2026.