A complete list of active advisors currently associated with SO LLC
Warmer can help you find a great advisor at SO LLC or one who fits your needs even better.
Silver Oak, LLC is a California-registered investment adviser formed in January 2025 that serves high-net-worth individuals and families, institutional clients, businesses, and startups. The firm offers estate and trust planning and drafting, non-discretionary portfolio management, and standalone financial planning and trust drafting services. Silver Oak delivers continuous investment advice on a non-discretionary basis and combines technical, fundamental, and quantitative analysis — including model- and AI-informed methods — to align portfolios with client objectives while personalizing estate and trust strategies. The firm coordinates implementation with outside legal and tax professionals, may participate in attorney or tax meetings at the client’s request, and can serve as a co-trustee with limited custody that requires client approval for transactions. What is distinctive about Silver Oak is its stated practice of recommending or selecting unaffiliated broker-dealers or other registered advisers to provide portfolio-management services when appropriate, with explicit vetting through FINRA BrokerCheck® and the SEC’s IAPD and an express disclosure that it does not receive referral compensation. The firm is newly formed, controlled by a single owner, reported no client assets as of the brochure date, and highlights standalone trust-drafting and coordinated trust administration as core offerings.
To learn more about the advisors currently working at SO LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 0
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