Charles Sloan
Oak Family Advisors · Chicago, Illinois
Charles Sloan is a fee-only financial advisor at Oak Family Advisors in Chicago, Illinois, who holds the CFA credential. Oak Family Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oak Family Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $621M across 853 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 4295501 |
| Exams passed | Series 63 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ofallc.com |
| Profile |
How Charles's firm compares
- Oak Family Advisors's average account is about $728,000, from its Form ADV (assets managed divided by 853 accounts).
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Questions about Charles
Is Charles Sloan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Oak Family Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Oak Family Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Sloan based?
Charles Sloan is based in Chicago, Illinois.
What credentials does Charles Sloan hold?
Charles Sloan holds the CFA credential.
Is Charles Sloan registered with the SEC?
Yes. Charles Sloan is registered as an investment adviser representative in IL (CRD 4295501), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Family Advisors manage?
Oak Family Advisors reports $621M across 853 accounts in assets under management.
How do I contact Charles Sloan?
Through Charles's website, www.ofallc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Oak Family Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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