AdvisorCensus / Financial advisors / Oregon / Portland / Silver Oak Advisory Group
Silver Oak Advisory Group
Filed as SILVER OAK ADVISORY GROUP · Legal name Silver Oak Advisory Group, Inc.
Silver Oak Advisory Group is an SEC-registered investment advisory firm in Portland, OR, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.
Quick answers
From the filingHow is Silver Oak Advisory Group compensated?
On its Form ADV (Item 5.E, October 2026), Silver Oak Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Silver Oak Advisory Group's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 1, 2026 states: Up to $1,000,000: 0.95% a year; Above $1,000,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Silver Oak Advisory Group located?
Silver Oak Advisory Group's principal office is in Portland, OR, according to its Form ADV.
Is Silver Oak Advisory Group registered with the SEC or a state?
Silver Oak Advisory Group is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 108298.
How much does Silver Oak Advisory Group manage?
Silver Oak Advisory Group reports $418,936,075 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (81% discretionary).
How have Silver Oak Advisory Group's assets and staff changed since 2021?
In the Form ADV data for Silver Oak Advisory Group: Regulatory assets under management: $294,877,791 in the October 2021 data and $418,936,075 in the October 2026 data, up 42%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Silver Oak Advisory Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (140); individuals (other than high net worth individuals) (50); charitable organizations (3).
Which custodians does Silver Oak Advisory Group use?
Silver Oak Advisory Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Silver Oak Advisory Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108298
What changed in Silver Oak Advisory Group's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $371,968,725 to $418,936,075 (+13%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 0.95% |
| Above $1,000,000 | 0.6% |
The brochure's wording
The annual Portfolio Management Agreement fee is based on a percentage of the managed assets according to the following schedule: 0.95% on the first $1,000,000; 0.60% on the assets above $1,000,000
As stated in the firm's Form ADV Part 2A brochure dated July 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$418,936,075 as of October 2026, filing dated July 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Silver Oak Advisory Group, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1991 (35 years)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $418,936,075 | 8 | July 1, 2026 |
| October 2025 | $371,968,725 | 9 | February 21, 2025 |
| October 2024 | $351,222,549 | 8 | February 13, 2024 |
| October 2023 | $303,481,379 | 7 | February 15, 2023 |
| October 2022 | $342,767,226 | 7 | July 14, 2022 |
| October 2021 | $294,877,791 | 7 | July 1, 2021 |
Regulatory assets under management: $294,877,791 in the October 2021 data and $418,936,075 in the October 2026 data, up 42%.
Total employees: 7 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $371,968,725 to $418,936,075 (+13%).
- January 2026
- No longer registered or notice-filed in WA.
- December 2025
- Registered or notice-filed in CO.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Silver Oak Advisory Group (CRD 108298): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/silver-oak-advisory-group-portland-or-108298