Rightoak Asset Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 337832
- SEC number
- 801-134408
- Firm type
- RIA
- Assets under management
- $111.9M as of Jun 18, 2026
- Website
- revard.money ↗
- Phone
- 517-306-4884
- Address
- Not yet retrieved from the source record
Advisors at this firm
9 in our index · page 1 of 1
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Ryan John BytwerkCRD 6102732 · Grand Ledge, MIIA Registered
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Ian A ElieffCRD 7284737 · Grand Ledge, MIIA Registered
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Justin Keith JohnsonCRD 7960265 · Careywood, IDIA Registered
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Boaz Duron KoskiCRD 7973857 · Burley, IDIA Registered
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Adam Neil MauldinCRD 8213758 · Cumming, GAIA Registered
-
Cody RogersCRD 8162473 · Dewitt, MIIA Registered
-
Jeremy RevardCRD 8116805 · Grand Ledge, MIIA RegisteredDisclosure event(s) on record
-
Josiah Jonathan StoweCRD 8287762 · Louisville, KYIA Registered
-
Connor Antonio WilliamsonCRD 7793544 · Mason, MIIA Registered
1–9 of 9
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 337832 ↗
FINRA BrokerCheck record for firm CRD 337832 ↗
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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.