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Co-Chief Investment Officer · Oak Financial Group Inc

Kyra E. Palmer

CRD 5322792 · Named on Form ADV at one SEC-registered adviser

At a glance

Oak Financial Group Inc, an SEC-registered wealth manager with $177 million in regulatory assets, lists Kyra E. Palmer on its Form ADV as Co-Chief Investment Officer.

Firms and roles

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Kyra’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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.