WHITE OAK GLOBAL ADVISORS, LLC
SEC RegisteredWE ARE WHITE OAK
About the firm
White Oak Global Advisors is an SEC-registered investment advisor specializing in providing financing solutions to support the growth and business needs of small and medium enterprises ("SMEs") throughout their lifecycle. With over 20 lending products, White Oak provides customized and efficient capital to support small and middle market businesses with their ever changing financing needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized and efficient capital and financing solutions through over 20 lending products to support business growth and financing needs
Who they serve
Small and middle market businesses, and small and medium enterprises (SMEs)
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 55 | $4.8B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WHITE OAK GLOBAL 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.