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President/ceo · White Oak Financial Management, Inc

Laura C. McCue

CRD 1641155 · Named on Form ADV at one SEC-registered adviser

At a glance

White Oak Financial Management, Inc, an SEC-registered wealth manager based in Asheville, NC with $143 million in regulatory assets, lists Laura C. McCue on its Form ADV as President/ceo, a control person.

Firms and roles

AtlasMembers

Laura’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Priestley C. FordVice President/coo, White Oak Financial Management, Inc
  • Brent A. FordTreasurer/chief Compliance Officer/managing Director, White Oak Financial Management, Inc

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