# White Oak Wealth Partners

> 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.

- CRD: 317324
- Filed as: WHITE OAK WEALTH PARTNERS
- Legal name: The Turlington Group, Inc.
- Also doing business as: WHITE OAK WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317324
- AdvisorCensus page: https://advisorcensus.com/firm/white-oak-wealth-partners-raleigh-nc-317324

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $110,460,071
- Discretionary: $110,460,071
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $13,855,584 |
| High net worth individuals | 27 | $83,364,770 |
| Corporations or other businesses not listed above | 5 | $13,239,717 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Oak Wealth Partners (CRD 317324): Form ADV filing data as of October 2026.