Oak Asset Management, Llc
- Regulatory AUM
- $414M
- Discretionary
- $414M
- Clients
- 251
- Avg AUM / client
- $1.6M
- Accounts
- 687
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 118 | $41.1M | 9.93% |
| High net worth individuals | 124 | $365M | 88.1% |
| Pension and profit sharing plans | 4 | $7.6M | 1.85% |
| Charitable organizations | 1 | $175K | 0.04% |
| Corporations and other businesses | 4 | $182K | 0.04% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jack Travis Noe | Managing Member | Apr 2017 (9y) | 25% – 50% | |
| Janet Marie Robinson | Managing Member & Chief Compliance Officer | Apr 2017 (9y) | 25% – 50% | |
| Thomas Joseph Robertson | Managing Member | Apr 2017 (9y) | 25% – 50% | |
| David Brian Watson | Owner | May 2017 (9y) | ≈ 6.25% – 25% via Plateau Advisors, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Plateau Advisors, Llc | Managing Member | Jan 2020 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- David Brian Watson: 25% – 50% of Plateau Advisors, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
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) | 02/23/2026 | 960 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Wells Fargo $414M (100% of AUM) Feb 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: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗