# Oakwater Financial

> Oakwater Financial is a state-registered investment advisory firm in Ruston, LA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 325181
- Filed as: OAKWATER FINANCIAL
- Legal name: Oakwater Financial Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ruston, LA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325181
- AdvisorCensus page: https://advisorcensus.com/firm/oakwater-financial-ruston-la-325181

## Quick answers

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

**Where is Oakwater Financial located?**
Oakwater Financial's principal office is in Ruston, LA, according to its Form ADV.

**Is Oakwater Financial registered with the SEC or a state?**
Oakwater Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325181.

**How much does Oakwater Financial manage?**
Oakwater Financial reports $15,332,633 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Oakwater Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (8).

**Does Oakwater Financial 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/325181

## 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: $15,332,633
- Discretionary: $15,332,633
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $4,180,313 |
| High net worth individuals | 8 | $11,152,320 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakwater.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakwater Financial (CRD 325181): Form ADV filing data as of October 2026.