Oak Advisors, Llc
- Regulatory AUM
- $285M
- Discretionary
- $285M
- Clients
- 163
- Avg AUM / client
- $1.7M
- Accounts
- 523
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 94 | $37.5M | 13.2% |
| High net worth individuals | 69 | $247M | 86.7% |
| Charitable organizations | Fewer than 5 clients | $423K | 0.15% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Charles Chiacchiero | Chief Compliance Officer (Cco) And Managing Member | Sep 2005 (21y) | 50% – 75% | |
| Michelle Ann Myhre | Managing Member | CFP | Sep 2005 (21y) | 50% – 75% |
| Alfred Anthony Cerrati | Registered representative | Nov 2005 (21y) | ||
| Heidi Obenauer Yoshida | Registered representative | CFP | Jan 2018 (9y) | |
| Sarah Huie | Registered representative | CFP | Aug 2020 (6y) | |
| Kevin Anthony Myhre | Registered representative | Feb 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/14/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $285M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 14, 2026.
View current Form ADV (SEC/IAPD) ↗