Oak Asset Management, LLC

Oak Asset Management, LLC is a financial advisor firm established in 2003 and operating as an investment adviser since 2017. The firm specializes in providing asset management and investment consulting services for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Oak Asset Management, LLC acts as a fiduciary, always prioritizing clients' best interests. The firm offers services such as Wrap Comprehensive Portfolio Management and Retirement Plan Consulting, assisting clients in meeting their financial goals while considering risk tolerance and time horizons. For Wrap Comprehensive Portfolio Management clients, the firm manages regulatory assets totaling $383,244,730 as of December 31, 2024, on a discretionary basis. The firm charges fees for its services, with no additional fees for Retirement Plan Consulting services for clients utilizing the Wrap Comprehensive Portfolio Management service. Oak Asset Management, LLC follows a structured investment philosophy focusing on companies with strong cash flow, consistent earnings, and shareholder value creation. The firm utilizes various methods of analysis, including fundamental analysis, technical analysis, mutual fund and ETF analysis, and third-party money manager analysis. Clients have the option to direct brokerage outside the firm's recommendation, but it may result in higher costs. Oak Asset Management, LLC does not receive soft dollars in excess of what is allowed by regulations. The firm does not provide cash or non-cash compensation for client referrals. Clients receive account statements directly from the custodian, and the firm does not accept proxy authority to vote client securities. Oak Asset Management, LLC does not have financial conditions that impair its ability to meet obligations to clients and has not been subject to bankruptcy proceedings.