OAK FAMILY ADVISORS, LLC
SEC RegisteredPreserve and Grow Your Wealth
About the firm
Oak Family Advisors, LLC is an independent, fee-only registered investment advisor located in Chicago, IL. The firm was built around a client-centered philosophy, emphasizing open and transparent relationships. Their wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investment management, financial planning, estate planning, retirement planning, and education funding.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 72 | $20M |
| High Net Worth Individuals | 128 | $553M |
| State/Municipal Entities | 1 | — |
203 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK FAMILY ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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