SOLID OAK ADVISORY

Overview

Solid Oak Advisory operates as a small, independent Registered Investment Adviser organized as a limited liability company and controlled by an individual owner. The firm targets individual and family clients and bills on a blend of percentage-of-assets and fixed-fee arrangements. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Solid Oak Advisory identifies as a capital allocator, meaning it sources third-party managers when clients need exposure beyond liquid public securities. Investment positioning is equity‑leaning: the firm favors exchange‑traded equities and ETFs as primary building blocks for client portfolios. It is not an active ESG investor. Industry relationships include accounting and insurance connections, which the firm leverages for tax, reporting and risk‑transfer solutions rather than as primary distribution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices