White Oak Financial Management, Inc
- Regulatory AUM
- $143M
- Discretionary
- $143M
- Clients
- 350
- Avg AUM / client
- $410K
- Accounts
- 905
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 310 | $50.9M | 35.5% |
| High net worth individuals | 40 | $90.8M | 63.3% |
| Charitable organizations | Fewer than 5 clients | $1.8M | 1.24% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ford, Priestley, Cummings | Vice President/Coo | Mar 2003 (23y) | 50% – 75% | |
| Laura Cummings Mccue | President/Ceo/Chief Compliance Officer | Mar 2003 (23y) | 50% – 75% | |
| Brent Adams Ford | Registered representative | CFP | Oct 2015 (11y) | |
| Luke Gerolimatos | Registered representative | Mar 2021 (5y) |
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) | 01/13/2026 | 910 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
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $143M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jan 13, 2026.
View current Form ADV (SEC/IAPD) ↗