OAK LANE ADVISORS
Latest filing: Mar 27, 2025 (89 days ago)
AUM
$367,281,893
20% change vs. 1 year ago
38% change vs. 3 years ago
130% change vs. 5 years ago
28% change vs. 10 years ago
Employee Count
12
100% change vs. 1 year ago
50% change vs. 3 years ago
71% change vs. 5 years ago
20% change vs. 10 years ago
Main Office
CENTERVILLE, UT
1222 W. LEGACY CROSSING BLVD, CENTERVILLE, UT, UNITED STATES, 84014
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 523 | $0.1 |
| Average Individual AUM | $109,402 | |
| HNW | 241 | $0.2 |
| Average HNW AUM | $1,028,619 | |
| Retail Total | 764 | $0.3 |
| Average Retail AUM | $399,364 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 45% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 5% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 20% | $0.1 |
| Other Pools | 14% | $0.1 |
| Cash | 11% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LARRY CLAYTON | CENTERVILLE | UT | S66|2017-03-07 | ||||||
| TYSON MCDONALD | CENTERVILLE | UT | S65|2024-05-06 | ||||||
| TANNER JOHNSON | CENTERVILLE | UT | S66|2016-10-14 | ||||||
| PORTER CLAYTON | CENTERVILLE | UT | CERTIFIED FINANCIAL PLANNER | ||||||
| JOSEPH CANNON | CENTERVILLE | UT | S63|2003-06-02 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL JONES | CENTERVILLE | UT | S63|2005-09-01|S65|2015-04-14 | ||||||
| SCOTT STOWELL | CENTERVILLE | UT | S63|2006-12-08|S65|2024-04-23 | ||||||
| ADAM FISHER | CENTERVILLE | UT | S66|2006-11-20 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.4 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 20% | 6 | 6 | 100% |
| 2023-04-04 | $0.3 | $0.1 | 42% | 6 | 6 | 100% |
| 2022-04-01 | $0.3 | $0.1 | 38% | 8 | 4 | 50% |
| 2021-04-05 | $0.2 | $0.2 | 90% | 7 | 5 | 71% |
| 2020-04-01 | $0.2 | $0.2 | 130% | 7 | 5 | 71% |
| 2017-04-01 | $0.1 | $0.3 | 410% | 11 | 1 | 9% |
| 2016-04-01 | $0.1 | $0.3 | 492% | 13 | -1 | -8% |
| 2015-04-01 | $0.3 | $0.1 | 28% | 10 | 2 | 20% |
| 2014-04-01 | $0.2 | $0.2 | 75% | 11 | 1 | 9% |
| 2013-04-01 | $0.1 | $0.3 | 287% | 10 | 2 | 20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| UT, AZ-04/30/2020, CA-04/30/2020, CO-04/30/2020, ID-06/28/2019, MT-04/30/2020, NV-04/14/2023, OR-04/30/2020, TX-01/24/2022, UT-06/28/2019, WA-04/30/2020, WY-03/28/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV