Managing Partner · Oak Asset Management, LLC
Janet M. Robinson
CRD 1260217 · Named on Form ADV at one SEC-registered adviser
At a glance
Oak Asset Management, LLC, an SEC-registered wealth manager based in Westlake Village, CA with $414 million in regulatory assets, lists Janet M. Robinson on its Form ADV as Managing Partner, a control person.
Firms and roles
- Oak Asset Management, LLCManaging PartnerWealth manager · Westlake Village, CA · $414M in regulatory assets
AtlasMembers
Janet’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Janet’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jack T. NoeManaging Partner, Oak Asset Management, LLC
- Thomas J. RobertsonManaging Partner and Chief Compliance Officer, Oak Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janet’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.