Oak Lane Advisors

Overview

Oak Lane Advisors is an SEC registered investment adviser based in Centerville, UT, registered since 2016. It reports $446M in assets under management across 2,533 accounts, with 12 employees. It has 9 investment adviser representatives.

Reported AUM

$446M

Discretionary

100%

Accounts

2,533

Average account

$176K

Employees

12

Advisory reps

9

Registered since

2016

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Adam Craig Fisher Managing Partner, Chief Compliance Officer CRD 5231886
• Michael Scott Jones Chief Operating Officer, Chief Compliance Officer CRD 4966708

Advisory reps 3 of 9

• Joseph Scott Cannon Insurance Agent · Investment Adviser Rep CRD 4512257
• Jason Donald Caperton Insurance Agent · Investment Adviser Rep CRD 4159340
• Larry Troy Clayton Insurance Agent · Investment Adviser Rep CRD 6710449

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1222 W Legacy Crossing Blvd Ste 6
Centerville, UT 84014

County

Davis

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions

Every state, with registration dates

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