Oak Family Advisors LLC

Oak Family Advisors, LLC, a limited liability company based in Illinois, offers advisory services to 80 clients with the help of its 5 employees, of which 4 work directly with clients. As of July 11, 2016, the company's registration status with the U.S. Securities and Exchange Commission was listed as approved.

• CHARLES MELCHER SLOAN

  PRESIDENT, CO-CIO owns less than 5%

• JOHN HENRY FITZPATRICK

  NON-EXECUTIVE CHAIRMAN owns 75% or more

• KATHLEEN ANN HELMINSKI

  CHIEF COMPLIANCE OFFICER owns less than 5%

• OAK FAMILY HOLDINGS, LLC

  MANAGER owns 75% or more

• TERRENCE SCOTT WILSON

  CHIEF EXECUTIVE OFFICER, CO-CIO owns less than 5%

• WILLIAM ELLIOT DRISCOLL

  DIRECTOR OF RESEARCH owns less than 5%

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