# Oak Maple Finance, LLC

> Oak Maple Finance, LLC is a state-registered investment advisory firm in Burlington, VT, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 322908
- Filed as: OAK MAPLE FINANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burlington, VT
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322908
- AdvisorCensus page: https://advisorcensus.com/firm/oak-maple-finance-llc-burlington-vt-322908

## Quick answers

**How is Oak Maple Finance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Maple Finance, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Oak Maple Finance, LLC located?**
Oak Maple Finance, LLC's principal office is in Burlington, VT, according to its Form ADV.

**Is Oak Maple Finance, LLC registered with the SEC or a state?**
Oak Maple Finance, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 322908.

**How much does Oak Maple Finance, LLC manage?**
Oak Maple Finance, LLC reports $92,547,905 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Oak Maple Finance, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (24).

**Does Oak Maple Finance, 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/322908

## 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: $92,547,905
- Discretionary: $92,547,905
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $80,864,278 |
| High net worth individuals | 24 | $11,683,627 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakmaple.com
- Facebook @oakmaplefinance
- Instagram @oakmaplefinance
- LinkedIn @oakmaple

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Maple Finance, LLC (CRD 322908): Form ADV filing data as of October 2026.