{"url":"https://nivawealth.com/firms/rightoak-asset-management-337832","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337832","regulatoryAum":111936258,"crd":"337832","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6102732","suffix":null,"lastName":"BYTWERK","firstName":"RYAN","middleName":"JOHN"},{"crd":"7284737","suffix":null,"lastName":"Elieff","firstName":"Ian","middleName":"A"},{"crd":"7960265","suffix":null,"lastName":"Johnson","firstName":"Justin","middleName":"Keith"},{"crd":"7973857","suffix":null,"lastName":"Koski","firstName":"Boaz","middleName":"Duron"},{"crd":"8213758","suffix":null,"lastName":"Mauldin","firstName":"Adam","middleName":"Neil"},{"crd":"8116805","suffix":null,"lastName":"Revard","firstName":"Jeremy","middleName":null},{"crd":"8162473","suffix":null,"lastName":"ROGERS","firstName":"CODY","middleName":null},{"crd":"8287762","suffix":null,"lastName":"Stowe","firstName":"Josiah","middleName":"Jonathan"},{"crd":"7793544","suffix":null,"lastName":"Williamson","firstName":"Connor","middleName":"Antonio"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134408","legalName":"Rightoak Asset Management, LLC","displayName":"RightOak Asset Management","slug":"rightoak-asset-management-337832","website":"https://rightoakassetmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":["Dominion Wealth Strategies"],"registration":{"secApproved":"23 September 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":150856.974393531,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":111936258,"discretionary":111936258,"discretionaryAccounts":1026,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":734,"regulatoryAum":100401731},{"label":"High-net-worth individuals","clients":8,"regulatoryAum":11534144},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":383}],"feePrograms":[{"role":"main","program":"Investment Management Fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","versionId":1044830,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-05-12","documentName":"2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Services","summary":"Billed hourly or at a fixed fee agreed in advance under the consulting agreement; fees may be negotiable at the firm's discretion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","versionId":1044830,"submittedOn":"2026-05-12","documentName":"2A BROCHURE"},{"role":"other","program":"Estate Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","versionId":1044830,"submittedOn":"2026-05-12","documentName":"2A BROCHURE"},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","versionId":1044830,"submittedOn":"2026-05-12","documentName":"2A BROCHURE"},{"role":"other","program":"Retirement Plan Services","summary":"Advisory fee negotiated with the plan sponsor and set in the plan sponsor agreement, typically billed quarterly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","versionId":1044830,"submittedOn":"2026-05-12","documentName":"2A BROCHURE"},{"role":"other","program":"Seminars and Workshops","summary":"Seminar attendance fee of at most $200 per attendee, which may be waived at the firm's discretion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","versionId":1044830,"submittedOn":"2026-05-12","documentName":"2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:08:02.233704+00:00","documents":[{"name":"2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","versionId":1044830,"submittedOn":"2026-05-12"}]},"custodians":[{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":95529568}],"custodyNote":"RightOak Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ryan Bytwerk","title":"Owner/CCO","crd":"6102732"}],"ownership":[{"label":"Ryan Bytwerk","detail":"Owner/cco in the 75% or more ownership band and a control person, since August 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"517-306-4884","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":15},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"1 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/337832/PDF/337832.pdf","brochureDate":"12 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044830","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does RightOak Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RightOak Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does RightOak Asset Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does RightOak Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RightOak Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RightOak Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RightOak Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RightOak Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact RightOak Asset Management?","answer":"Its phone number is 517-306-4884. Its website is rightoakassetmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}