Silver Oak Advisory Group, Inc.
Silver Oak Advisory Group, Inc. is a Portland, Oregon-based registered investment adviser founded in 2000. The firm manages portfolios for individuals, high net worth individuals, and charitable organizations, with total assets under management of approximately $372 million as of early 2025. Silver Oak focuses on delivering personalized financial planning and investment management services tailored to client needs, supported by a team of around 9 employees, the majority of whom are investment professionals.
Investment Strategy
Silver Oak Advisory Group creates personalized portfolios based on each client's risk tolerance, financial goals, and needs. Their approach balances diversification, risk management, asset allocation, and cost control. Investment recommendations may involve a blend of long-term and short-term equity positions, ETFs, mutual funds, and occasionally options strategies, all crafted to align with the client’s liquidity needs, risk capacity, and tax situation. The firm emphasizes the discipline of sticking with a well-devised plan over time to achieve lasting results while focusing on the economic merits of investments over solely tax considerations.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 20.04% | $41.4M | 561,691 | $81.95 | $73.63 | +$1.3M |
B BNDX | VANGUARD CHARLOTTE FDS | 11.39% | $23.5M | 474,856 | $53.33 | $49.51 | +$1.0M |
B BSV | VANGUARD BD INDEX FDS | 7.56% | $15.6M | 198,275 | $79.68 | $78.70 | +$585.0K |
D DFAC | DIMENSIONAL ETF TRUST | 6.21% | $12.8M | 357,826 | $28.67 | $35.84 | +$1.7M |
D DFAX | DIMENSIONAL ETF TRUST | 5.94% | $12.3M | 417,170 | $25.37 | $29.37 | +$1.8M |