AdvisorCensus / Financial advisors / North Carolina / Raleigh / White Oak Wealth Partners
White Oak Wealth Partners
Filed as WHITE OAK WEALTH PARTNERS · Legal name The Turlington Group, Inc.
White Oak Wealth Partners is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is White Oak Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), White Oak Wealth Partners reports these compensation arrangements: a percentage of assets under its management.
Where is White Oak Wealth Partners located?
White Oak Wealth Partners' principal office is in Raleigh, NC, according to its Form ADV.
Is White Oak Wealth Partners registered with the SEC or a state?
White Oak Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317324.
How much does White Oak Wealth Partners manage?
White Oak Wealth Partners reports $110,460,071 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
What types of clients does White Oak Wealth Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (27); corporations or other businesses not listed above (5).
Which custodians does White Oak Wealth Partners use?
White Oak Wealth Partners' 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 White Oak Wealth Partners 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/317324
Does White Oak Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 20, 2026 says: "White Oak offers services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. White Oak does not have a minimum account size requirement."
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
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 2AAccount minimum: None
The brochure's wording
White Oak offers services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. White Oak does not have a minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 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$110,460,071 as of October 2026, filing dated March 20, 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
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- The Turlington Group, Inc.
- Also doing business as
- WHITE OAK WEALTH PARTNERS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- 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
-
2 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
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
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. White Oak Wealth Partners (CRD 317324): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/white-oak-wealth-partners-raleigh-nc-317324