# Silveroak Investments, LLC

> Silveroak Investments, LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 290935
- Filed as: SILVEROAK INVESTMENTS, LLC
- Legal name: Silveroak Investments Limited-Liability Company
- Also doing business as: COURT INVESTMENT SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290935
- AdvisorCensus page: https://advisorcensus.com/firm/silveroak-investments-llc-newport-beach-ca-290935

## Quick answers

**How is Silveroak Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silveroak Investments, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Silveroak Investments, LLC located?**
Silveroak Investments, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Silveroak Investments, LLC registered with the SEC or a state?**
Silveroak Investments, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 290935.

**How much does Silveroak Investments, LLC manage?**
Silveroak Investments, LLC reports $63,209,206 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Silveroak Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Silveroak Investments, LLC: Regulatory assets under management: $99,648,183 in the October 2021 data and $63,209,206 in the October 2026 data, down 37%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Silveroak Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (14).

**Does Silveroak Investments, 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/290935

## 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: $63,209,206
- Discretionary: $63,209,206
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $27,592,518 |
| High net worth individuals | 14 | $35,616,688 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, GA, NV, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- courtinvestments.com
- courtinvestmentservices.com
- silveroakinvestments.com
- Facebook facebook.com
- LinkedIn @court-investment-services
- LinkedIn @silveroak-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $99,648,183 | 2 | May 24, 2021 |
| October 2022 | $93,619,437 | 2 | March 31, 2022 |
| October 2023 | $73,813,435 | 3 | April 4, 2023 |
| October 2024 | $67,970,069 | 3 | August 15, 2024 |
| October 2026 | $63,209,206 | 4 | March 31, 2026 |

Regulatory assets under management: $99,648,183 in the October 2021 data and $63,209,206 in the October 2026 data, down 37%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silveroak Investments, LLC (CRD 290935): Form ADV filing data as of October 2026.