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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Silver Oak Securities have?","answer":"Silver Oak Securities has 103 investment adviser representatives registered with state securities authorities, out of 103 employees, and 103 perform investment advisory functions. 95 employees are registered representatives of a broker-dealer and 89 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 Silver Oak Securities invest in?","answer":"At the end of its last fiscal year, Silver Oak Securities’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 7% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.","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 Silver Oak Securities?","answer":"Silver Oak Securities’ direct owners are George Thomas Allen III, William Elliston II Hopkins, William Michael Roberts, Jerry Dean Shobe and Andrew Robert Wallace, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Silver Oak Securities get paid?","answer":"Silver Oak Securities is paid through a percentage of assets under management, hourly charges and fixed fees. 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