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SilverOak Investments, LLC

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Client assets under management

$63,209,206

Clients

142

10% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

71

High

Average account size

$445,135

About

SilverOak Investments, LLC (dba Court Investment Services) provides discretionary investment supervisory and portfolio management to individuals, high net worth clients, corporations and charitable organizations. The firm manages separately managed accounts and typically invests in individual stocks, bonds and exchange-traded securities, including the use of inverse ETFs.

The firm describes a long-term, bottom-up, valuation-driven investment approach that combines fundamental and technical analysis to identify companies with strong fundamentals and to construct client-specific portfolios based on objectives and time horizon. SilverOak acts under discretionary authority (clients grant a limited power of attorney), monitors accounts on an ongoing basis and conducts reviews at least semi‑annually.

Notably, SilverOak sponsors a wrap fee program and is responsible for selecting investments, allocations and sector weights for that program — an offering that is uncommon among similar supported firms. The firm also recently transitioned from SEC to state registration, manages roughly $63.2 million for about 142 clients with a two-advisor team, and discloses related-party activities such as limited insurance-selling by its principal and custody practices that include fee withdrawals and standing letters of authorization.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management

Fee options

Fixed

Fixed fees ranging $1-$2,500 per month depending on assets and service level; flat $25 per month fee for certain clients

Percentage

$0+: 1.00% to 2.00% annually (negotiable) $0+: Typically 1.25% annually for clients under Court Investment Services (CIS)

Other

Account minimum: $250,000 Fee-only: Fixed fees negotiable, ranges from $1 to $2,500 per month; flat fixed fee of $25/month for limited cash or cash equivalent strategies

Main office location

SilverOak Investments, LLC

Las Vegas NV, United States

Number of offices

3

Most active in

California · Georgia · Nevada · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan Y

Series 66

Las Vegas, NV

SilverOak Investments, LLC

Ryan Yuhnke is a financial advisor with SilverOak Investments, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with SilverOak Investments since 2017 and was previously with DW Advisors dba SilverOak Investments from 2015 to 2017. In addition to his advisory role, Yuhnke is a licensed insurance agent providing life insurance services. SilverOak Investments offers discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that incorporates fundamental and technical analysis, with portfolios managed under discretionary authority by the principal.

Active portfolio management Wealth management
user avatar

Deiya P

Series 66

Costa Mesa, CA

SilverOak Investments, LLC

Deiya Pernas is a financial advisor at SilverOak Investments, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for seven years. Pernas also writes market-related research under Pernas Research on a voluntary basis. SilverOak Investments provides discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that combines fundamental and technical analysis, with portfolios managed under discretionary authority.

Active portfolio management Wealth management
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