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Silver Oak Securities
AddedFeb 16, 2024
UpdatedJun 18, 2026
Silver Oak Securities

Silver Oak Securities

Silver Oak Securities: A unique investment advisory service, combining large-scale financial strength with boutique flexibility.

HQ
Jackson, TN, US
Founded
1999
Overview
Compare
Fundraising
Employees
Website

Silver Oak Securities is a full-service investment advisor and broker-dealer with over 20 years of experience in the independent financial services industry. The firm focuses on serving wealth advisors, offering a unique structure that combines the strength and scale of a large financial institution with the flexibility of a boutique organization. Silver Oak provides access to industry-leading custodial platforms and technology from TD Ameritrade and Schwab.

The company is dedicated to building visionary investment advisory practices, offering customized compliance solutions and fostering strong relationships between advisors and their clients. Silver Oak Securities creates an environment where advisors can leverage robust financial resources while maintaining the agility to tailor their services to individual client needs. The firm's approach aims to support wealth advisors in developing trusted, long-term client relationships.

Silver Oak Securities - Quick Facts

When was Silver Oak Securities founded?

Silver Oak Securities was founded in 1999.

Where is Silver Oak Securities' headquarters located?

Silver Oak Securities' headquarters is located in Jackson, TN, US.

When was Silver Oak Securities' last funding round?

Silver Oak Securities' most recent funding round was for $50k (USD) in June 2019.

How much has Silver Oak Securities raised to-date?

As of Jun 21, 2019, Silver Oak Securities has raised a total of $50k (USD).

How many employees does Silver Oak Securities have?

Silver Oak Securities has 175 employees as of Feb 5, 2024.

Silver Oak Securities - Classification

NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
ISIC
  • 6630Fund management activities
Show 9 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 523940Portfolio Management and Investment Advice
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice