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Korinne Murphy, portrait

Korinne Murphy

Chief Operations Officer & Chief Compliance Officer at Oak Financial Group

Firm officerUpdated

Korinne Murphy has been Chief Operations Officer & Chief Compliance Officer of Oak Financial Group Inc, a investment adviser managing $177M, since December 2005.

20
Years in role
$177M
Firm AUM
131
Firm clients
2
Firm advisers

From Form ADV filed 17 March 2026Form ADV

Career

Korinne Murphy is not listed as a control person, but directly owns under 5% of Oak Financial Group. Korinne Murphy studied at the University of Connecticut.

Oak Financial Group is an investment adviser, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $177 million, as filed on 17 March 2026. Its fees, ownership and offices are on the firm’s profile.

Korinne Murphy is Chief Operations Officer and Chief Compliance Officer of Oak Financial Group, Inc. She oversees compliance, operations and customer service functions and is responsible for ensuring that the firm operates in compliance with legal requirements, including all applicable Securities & Exchange Commission Rules and Regulations. She has been with Oak since 2004 and has over 20 years of experience.

Key facts

CRD
5012736
Firm
Oak Financial Group · CRD 106293
Role
Chief Operations Officer & Chief Compliance Officer
In role since
December 2005 · 20 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Korinne Murphy work?

Korinne Murphy has been Chief Operations Officer & Chief Compliance Officer of Oak Financial Group Inc since December 2005.

Source: Form ADV, Schedule A, filed 17 March 2026

How can I verify Korinne Murphy’s record?

Korinne Murphy’s role is listed on Oak Financial Group Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106293.

Source: Form ADV, Schedule A, filed 17 March 2026

Leadership at Oak Financial Group

Sources

  1. IAPD individual lookup, CRD 5012736, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Oak Financial Group Inc, filed 17 March 2026. Title, control and ownership bands.
  3. Oak Financial Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.