White Oak Financial Management, Inc.

White Oak Financial Management, Inc. (CRD# 142615) is a financial advisory firm headquartered in Asheville, NC. They manage $102,096,738 in 760 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1270 Hendersonville Road, Suite #4, Asheville, NC 28803
http://www.whiteoakfinancialmanagement.com
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $134,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at White Oak Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brent Ford, financial advisor Asheville NC
Brent A. Ford
CRD#: 5178547
1270 Hendersonville Road, Suite #4, Asheville, NC 28803

Brent Ford (CRD# 5178547) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 17 years of experience in the finance industry.

2
Laura McCue, financial advisor Asheville NC
Laura C. McCue
CRD#: 1641155
1270 Hendersonville Road, Suite #4, Asheville, NC 28803

Laura McCue (CRD# 1641155) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 37 years of experience in the finance industry.

3
Luke Gerolimatos, financial advisor Asheville NC
Luke Gerolimatos
CRD#: 7087840
1270 Hendersonville Road, Suite #4, Asheville, NC 28803

Luke Gerolimatos (CRD# 7087840) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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