# Silver Oak Leaf Financial Services L.L.C.

> Silver Oak Leaf Financial Services L.L.C. is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.

- CRD: 312191
- Filed as: SILVER OAK LEAF FINANCIAL SERVICES L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312191
- AdvisorCensus page: https://advisorcensus.com/firm/silver-oak-leaf-financial-services-l-l-c-312191

## Quick answers

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

**Is Silver Oak Leaf Financial Services L.L.C. registered with the SEC or a state?**
Silver Oak Leaf Financial Services L.L.C. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312191.

**How much does Silver Oak Leaf Financial Services L.L.C. manage?**
Silver Oak Leaf Financial Services L.L.C. reports $8,556,668 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary).

**What types of clients does Silver Oak Leaf Financial Services L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (3).

**Does Silver Oak Leaf Financial Services L.L.C. 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/312191

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,556,668
- Discretionary: $8,556,668
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $4,777,499 |
| High net worth individuals | 3 | $3,779,169 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silver Oak Leaf Financial Services L.L.C. (CRD 312191): Form ADV filing data as of October 2026.