SO
SILVER OAK SECURITIES, INC.
SEC RegisteredJACKSON, TNhttps://silveroaksecurities.com731-668-3825
Assets Under Management
$1B–$5B
Employees
103
Office Locations
75 offices
Total Accounts
15093
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,183 | $1.5B |
| High Net Worth Individuals | 448 | $954M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 23 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
42 total clients reported on Form ADV.
Leadership
George Thomas Allen Iii
FINOP, CHIEF FINANCIAL OFFICER
William Elliston Ii Hopkins
PRESIDENT, SECRETARY
John Douglas Baxley
CHIEF COMPLIANCE OFFICER
David Hudson Melendy
VICE PRESIDENT ADVISORY SERVICES
Office locations
75 offices in 19 states
TN
JACKSONHQ
GA
MACON
MI
ALLEN PARK
TN
BRENTWOOD
TN
MEMPHIS
KY
FULTON
KY
LOUISVILLE
KY
LOUISVILLE
TN
MEMPHIS
SC
GREENVILLE
KY
FLORENCE
LA
MADISONVILLE
TN
KINGSPORT
GA
ALPHARETTA
KY
FLORENCE
OH
CINCINNATI
TN
UNION CITY
TN
CHATTANOOGA
PA
WARMINSTER
TN
NASHVILLE
IN
MARTINSVILLE
IN
NAPPANEE
KY
LOUIISVILLE
IA
CRESTON
AZ
CHANDLER
SD
SIOUX FALLS
KY
LOUISVILLE
TN
SEVIERVILLE
IL
PEORIA
IN
NEW ALBANY
NC
BURLINGTON
TN
HENDERSONVILLE
TN
KNOXVILLE
KY
ELSMERE
KY
SHELBYVILLE
TN
KNOXVILLE
OH
DELAWARE
IN
FORT WAYNE
TN
CHAPEL HILL
KY
ERLANGER
CO
LOUISVILLE
TN
MEMPHIS
MA
EAST LONGMEADOW
NJ
VOORHEES
GA
JESUP
OH
BEACHWOOD
IN
GREENWOOD
IN
INDIANAPOLIS
IN
VALPARAISO
TN
JACKSON
IL
CHICAGO
MS
OXFORD
PA
ALLENTOWN
PA
MOUNT JOY
SC
GREENVILLE
PA
HARRISBURG
CO
LAKEWOOD
CO
COLORADO SPRINGS
KY
BOWLING GREEN
TN
MURFREESBORO
UT
SALT LAKE CITY
OH
DELAWARE
Advisors at this firm
53 advisors in the directory
Robert Parks Ahler
Investment Adviser Representative
Bryan Keith Alexander
Investment Adviser Representative
James Douglas Anderson
Investment Adviser Representative
John Joseph Asta
Investment Adviser Representative
Lori Marceil Barone
Investment Adviser Representative
Jerald Anthony Bennett
Investment Adviser Representative
Bruce Andrew Berman
Investment Adviser Representative
Amy Hochstein Clark
Investment Adviser Representative
Keith Edward Condemi
Investment Adviser Representative
Adam James Dekker
Investment Adviser Representative
Danny Delgado
Investment Adviser Representative
Valerie M. Downs
Investment Adviser Representative
David Alexander Arthur Dupuis
Investment Adviser Representative
Kevin Fahy
Investment Adviser Representative
Homer Andrew Farr
Investment Adviser Representative
David Florent Feltz
Investment Adviser Representative
Joel Michael Fishman
Investment Adviser Representative
Anthony Gedwill
Investment Adviser Representative
Brent Allen Gorter
Investment Adviser Representative
Oren Guzman
Investment Adviser Representative
Gregory John Halstead
Investment Adviser Representative
John Ward Harrison
Investment Adviser Representative
Robert C Hayes
Investment Adviser Representative
Jerry Neil Hefley
Investment Adviser Representative
Alex Justin Holliman
Investment Adviser Representative
Brian David Hosan
Investment Adviser Representative
Aaron Johnson
Investment Adviser Representative
Adam Robert Koson
Investment Adviser Representative
James C Kreid
Investment Adviser Representative
Patrice Aileen Lancelot
Investment Adviser Representative
Andrew D Martin
Investment Adviser Representative
Thomas Edward McGuire
Investment Adviser Representative
Edwin Alexander McKnight
Investment Adviser Representative
Paul Raymond Morehouse
Investment Adviser Representative
Tiberiu Negulescu
Investment Adviser Representative
Grafton Paul Newman
Investment Adviser Representative
Marc Andre Noonan
Investment Adviser Representative
David A Over
Investment Adviser Representative
Alexander Allen Peets
Investment Adviser Representative
David Joseph Perrotto
Investment Adviser Representative
Nicholas Anthony Pfeiffer
Investment Adviser Representative
Larry Andrew Prislovsky
Investment Adviser Representative
William Nolan Reuther
Investment Adviser Representative
Jennifer Anne Rushing
Investment Adviser Representative
Alan Wayne Scofield
Investment Adviser Representative
Dylan Thomas Shaw
Investment Adviser Representative
Alvin Kenneth Smith
Investment Adviser Representative
Anita Marie Sopenoff
Investment Adviser Representative
Danny Gene Steele
Investment Adviser Representative
Kevin Tavas
Investment Adviser Representative
David W Treichler
Investment Adviser Representative
Andrew Robert Wallace
Investment Adviser Representative
Zachary Allen Zettergren
Investment Adviser Representative
Regulatory & compliance
CRD number
#46947
SEC Number
801-71178
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
silveroaksecurities.comPhone
731-668-3825Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SILVER OAK SECURITIES, INC. 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.