# White Oak Partners Investment Advisor, LLC

> White Oak Partners Investment Advisor, LLC is an SEC-registered investment advisory firm in Westerville, OH, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 157766
- Filed as: WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westerville, OH
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157766
- AdvisorCensus page: https://advisorcensus.com/firm/white-oak-partners-investment-advisor-llc-westerville-oh-157766

## Quick answers

**How is White Oak Partners Investment Advisor, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), White Oak Partners Investment Advisor, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is White Oak Partners Investment Advisor, LLC located?**
White Oak Partners Investment Advisor, LLC's principal office is in Westerville, OH, according to its Form ADV.

**Is White Oak Partners Investment Advisor, LLC registered with the SEC or a state?**
White Oak Partners Investment Advisor, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157766.

**How much does White Oak Partners Investment Advisor, LLC manage?**
White Oak Partners Investment Advisor, LLC reports $1,827,400,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have White Oak Partners Investment Advisor, LLC's assets and staff changed since 2021?**
In the Form ADV data for White Oak Partners Investment Advisor, LLC: Regulatory assets under management: $1,464,784,000 in the October 2021 data and $1,827,400,000 in the October 2026 data, up 25%. Total employees: 9 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 White Oak Partners Investment Advisor, LLC serve?**
By number of clients on Form ADV Item 5.D: other (9).

**Does White Oak Partners Investment Advisor, LLC 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/157766

**What changed in White Oak Partners Investment Advisor, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,827,400,000
- Discretionary: $1,827,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 9 | $1,827,400,000 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,464,784,000 | 9 | March 25, 2021 |
| October 2022 | $2,373,966,955 | 9 | March 30, 2022 |
| October 2023 | $2,666,670,000 | 9 | March 28, 2023 |
| October 2024 | $2,165,200,000 | 11 | March 27, 2024 |
| October 2025 | $1,963,600,000 | 9 | March 25, 2025 |
| October 2026 | $1,827,400,000 | 8 | September 8, 2026 |

Regulatory assets under management: $1,464,784,000 in the October 2021 data and $1,827,400,000 in the October 2026 data, up 25%.
Total employees: 9 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 9 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Oak Partners Investment Advisor, LLC (CRD 157766): Form ADV filing data as of October 2026.