Data / Investment advisers / North Carolina / White Oak Wealth Partners
White Oak Wealth Partners, Raleigh, NC: $110 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
White Oak Wealth Partners is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $110 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 317324
- SEC file number
- 801-135911
- SEC status
- Approved, effective April 20, 2026
- Legal name
- The Turlington Group, Inc.
- Main office
- 1618 Glenwood Ave, Raleigh, NC 27608
- Phone
- (919) 858-6490
- Website
- whiteoakwealthpartners.com
- Regulatory AUM
- $110,460,071 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $110,460,071
- Accounts
- 216
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $83.4 million |
| Individuals (other than high net worth individuals) | 46 | $13.9 million |
| Corporations or other businesses | 5 | $13.2 million |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tolley Financial Group, LLC | Raleigh | $121.9 million | Not listed | adviserinfo.sec.gov |
| TRG Capital Management, Inc. | Raleigh | $118.2 million | 1 | adviserinfo.sec.gov |
| Hatteras Investment Partners, LP | Raleigh | $114.8 million | 4 | adviserinfo.sec.gov |
| Evergreen Wealth Advisors | Raleigh | $112.5 million | Not listed | adviserinfo.sec.gov |
| Reh Wealth Advisors LLC | Raleigh | $110.5 million | Not listed | adviserinfo.sec.gov |
| Eqv Advisory, LLC | Raleigh | $106.8 million | Not listed | adviserinfo.sec.gov |
| Kineticos Life Sciences Management LLC | Raleigh | Not listed | 14 | adviserinfo.sec.gov |
| Oval Park Capital LLC | Raleigh | Not listed | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- White Oak Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.