Black Oak Investment Management Company Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 308421
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· www.linkedin.com
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ADV data as of Jan 20, 2026
- Regulatory AUM
- $23.6M
- Discretionary
- $13.4M
- Clients
- 6
- Avg AUM / client
- $3.9M
- Accounts
- 6
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 6 | $23.6M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Adolph Blankl | Registered representative | CFA | Jun 2025 (1y) |
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) | 01/20/2026 | 1.08 MB | 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
- • Pension consulting services
Custody
Reported custodians
- Ascensus, Inc. $7.3M (31% of AUM) Jan 2026
- Fidelity Brokerage Services $7.3M (31% of AUM) Jan 2026
- Standard Insurance Company $6.1M (26% of AUM) Jan 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: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗