RightOak Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
RightOak Asset Management reports 742 clients. They include 734 individual clients and 8 high-net-worth individuals. Of its assets, 100.0% ($112M across 1,026 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 90% |
| High-net-worth individuals | 1% | 10% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 734 | $100M | 89.7% | $137K |
| High-net-worth individuals | 8 | $11.5M | 10.3% | $1.44M |
| Corporations and other businesses | Fewer than 5 | $383 | 0.0% | — |
| Total | 742 | $112M | 100% | — |
- Clients
- 734
- Regulatory AUM
- $100M
- AUM share
- 89.7%
- Avg. per client
- $137K
- Clients
- 8
- Regulatory AUM
- $11.5M
- AUM share
- 10.3%
- Avg. per client
- $1.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $383
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 742
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
RightOak Asset Management charges up to 2.00% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable. The brochure also prices 5 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Billed hourly or at a fixed fee agreed in advance under the consulting agreement; fees may be negotiable at the firm's discretion.
- Estate Planning
- Fixed fee set out in a separate client agreement for estate planning services through Estate Guru; additional costs such as expedited shipping and notary fees are the client's.
- Financial Planning
- Fixed fee from $2,000 to $10,000, or hourly at no more than $400 per hour; negotiable and set out in the financial planning agreement.
- Retirement Plan Services
- Advisory fee negotiated with the plan sponsor and set in the plan sponsor agreement, typically billed quarterly.
- Seminars and Workshops
- Seminar attendance fee of at most $200 per attendee, which may be waived at the firm's discretion.
Ryan Bytwerk owns 75% or more of RightOak Asset Management. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- 4 insurance agents
- Owns 75% or more of Rightoak Asset Management, LLC
Ryan Bytwerk
Control person · since August 2025
Besides its headquarters, RightOak Asset Management has 0 offices, with 1 listed address with no US state reported.
Other business names
RightOak Asset Management has reported 1 other business name to the SEC.
- Dominion Wealth Strategies
Contact and registration details
- Legal name
- Rightoak Asset Management, LLC
- Headquarters
- Not reported
- Website
- rightoakassetmanagement.com
- Phone
- 517-306-4884
- SEC file
- 801-134408
- Structure
- Michigan LLC
- Fiscal year end
- December
RightOak Asset Management’s named custodian for separately managed accounts is SEI Investments Distribution ($95.5M). RightOak Asset Management does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $95.5M100%
At year end, RightOak Asset Management’s separately managed accounts were mostly in funds (82%) and stocks (17%).
What the accounts hold
- Stocks17%
- Exchange-traded equities15%
- Non-exchange-traded equities2%
- Funds82%
- Registered funds80%
- Pooled vehicles2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does RightOak Asset Management have?
RightOak Asset Management has 742 clients and manages $112 million for them, as of September 2026. They include 734 individual clients and 8 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does RightOak Asset Management offer?
RightOak Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does RightOak Asset Management charge?
RightOak Asset Management charges up to 2.00% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable.
Source: 2A BROCHURE, filed 12 May 2026
Which custodians does RightOak Asset Management use?
RightOak Asset Management’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $95.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026
How many financial advisors does RightOak Asset Management have?
RightOak Asset Management has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RightOak Asset Management invest in?
At the end of its last fiscal year, RightOak Asset Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 2% non-exchange-traded equities and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RightOak Asset Management?
RightOak Asset Management’s direct owner is Ryan Bytwerk (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 September 2026
How does RightOak Asset Management get paid?
RightOak Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RightOak Asset Management?
Its phone number is 517-306-4884. Its website is rightoakassetmanagement.com.
