Silver Oak Securities, Incorporated

Overview

Silver Oak Securities, Incorporated is a Broker Dealer and registered investment adviser based in Jackson, TN, registered since 1999. It reports $2.4B in assets under management across 15,093 accounts, with 103 employees. Its 211 registered representatives work across 113 branch offices in 28 states.

Reported AUM

$2.4B

Discretionary

98%

Accounts

15,093

Average account

$162K

Employees

103

Registered reps

211

Branch offices

113

Registered since

1999

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Private Placements
• Retirement/Pension Products
• 3 more

Executive officers 3 of 7

• William Elliston Hopkins II President, Secretary CRD 2582698
• George Thomas Allen III Financial and Operations Principal, Chief Financial Officer
• William Nolan Reuther Chief Compliance Officer CRD 5539627

4 more executive officers, with direct contact details

Registered reps 3 of 211

• Ben Bennett Adams Insurance Agent · Registered Rep CRD 6372856
• Robert Parks Ahler Registered Rep · Investment Adviser Rep CRD 2790169
• Bryan K Alexander Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2293786

208 more registered reps, with emails, phones and branch locations

Location

Headquarters

403 N Parkway Ste 101
Jackson, TN 38305

County

Madison

Metro area

Jackson, TN

Region

South

Branch offices

113 in 28 states, including Louisville, KY, Memphis, TN and Brentwood, TN

Registrations

• SEC registered, corporation formed in Tennessee
• Registered in 52 jurisdictions
• Website: silveroaksecurities.com

Every state, with registration dates

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