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Oak Asset Management, LLC

CRD 287856  ·  Westlake Village, CA  ·  $413.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
287856
SEC number
801-110296
Firm type
RIA
Assets under management
$413.8M as of Feb 23, 2026
Website
www.facebook.com/OAK-ASSET-MANAGEMENT-1491858897572379 ↗
Phone
(805) 778-0818
Address
2535 Townsgate Road, Westlake Village, CA, 91361

Advisors at this firm

4 in our index · page 1 of 1

  • Jack Travis NoeCRD 1226622 · Westlake Village, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Thomas Joseph RobertsonCRD 2787862 · Westlake Village, CA
    IA RegisteredRegistration inactive
  • Janet Marie RobinsonCRD 1260217 · Westlake Village, CA
    IA RegisteredRegistration inactive
  • David Brian WatsonCRD 1433381 · Flagstaff, AZ
    IA RegisteredRegistration inactive
1–4 of 4

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 287856 ↗ FINRA BrokerCheck record for firm CRD 287856 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.