Rightoak Asset Management, Llc
- Regulatory AUM
- $112M
- Discretionary
- $112M
- Clients
- 742
- Avg AUM / client
- $151K
- Accounts
- 1,026
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 734 | $100M | 89.7% |
| High net worth individuals | 8 | $11.5M | 10.3% |
| Corporations and other businesses | Fewer than 5 clients | $383 | 0.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Connor Antonio Williamson | Registered representative | Sep 2025 (1y) | ||
| Cody Rogers | Registered representative | Oct 2025 (1y) | ||
| Ian A Elieff | Registered representative | Oct 2025 (1y) | ||
| Justin Keith Johnson | Registered representative | Oct 2025 (1y) | ||
| Ryan John Bytwerk | Registered representative | Oct 2025 (1y) | ||
| Jeremy Revard | Registered representative | Oct 2025 (1y) | ||
| Adam Neil Mauldin | Registered representative | Feb 2026 (0y) | ||
| Josiah Jonathan Stowe | Registered representative | Jun 2026 (0y) | ||
| Boaz Duron Koski | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Sei Investments Distribution Co. $95.5M (85% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗