# Oracle Financial Group

> Oracle Financial Group is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 136750
- Filed as: ORACLE FINANCIAL GROUP
- Legal name: Oracle Financial Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136750
- AdvisorCensus page: https://advisorcensus.com/firm/oracle-financial-group-136750

## Quick answers

**How is Oracle Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Oracle Financial Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Oracle Financial Group registered with the SEC or a state?**
Oracle Financial Group is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136750.

**How much does Oracle Financial Group manage?**
Oracle Financial Group reports $10,543,749 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (0% discretionary).

**What types of clients does Oracle Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Oracle Financial Group 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/136750

**What changed in Oracle Financial Group's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $13,786,096 to $10,543,749 (-24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,543,749
- Discretionary: $0
- Non-discretionary: $10,543,749

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,614,682 |
| High net worth individuals | Fewer than 5 | $5,929,067 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oraclefinancialgroup.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $13,786,096 to $10,543,749 (-24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oracle Financial Group (CRD 136750): Form ADV filing data as of October 2026.