As we communicated earlier in the year, White Oak’s registration with the SEC brings new requirements for ensuring clients have easy access to the regulatory documents under which we operate. Our up-to-date documents (ADV Part 2, Form CRS, Wrap Brochure, and Privacy Policy) can always be found on our website at this link: https://whiteoakfinancialmanagement.com/a-fiduciary-responsibility/. Or you may access any one of these documents from these links.
Only the ADV Part 2 includes a material change from the previous version. We are required to highlight that change. Since our last required Amendment to this disclosure brochure was filed on August 9, 2024 the following material change has been made:
- In March 2025, White Oak Financial Management, Inc. appointed Brent A. Ford, CFP® as its Chief Compliance Officer. He was also elected as Treasurer of the Corporation and named its Managing Director and Chief Financial Officer.
If you have questions about anything within these documents, please do not hesitate to get in touch.
