Chase Withrow
Mighty Oak Management · Easton, Connecticut
Chase Withrow is a fee-only financial advisor at Mighty Oak Management in Easton, Connecticut. Mighty Oak Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mighty Oak Management |
|---|---|
| Based in | Easton, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15M across 60 accounts |
| SEC registration | Investment adviser representative in CT, GA · CRD 470699 |
| Exams passed | Series 63 (1983) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
How Chase's firm compares
- Mighty Oak Management's average account is about $250,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Chase
Is Chase Withrow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chase holds no broker registration, and Mighty Oak Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chase charge for financial advice?
Chase's firm, Mighty Oak Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chase Withrow based?
Chase Withrow is based in Easton, Connecticut.
Is Chase Withrow registered with the SEC?
Yes. Chase Withrow is registered as an investment adviser representative in CT and GA (CRD 470699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mighty Oak Management manage?
Mighty Oak Management reports $15M across 60 accounts in assets under management.
How do I contact Chase Withrow?
Contact details aren't on file yet. Search for Mighty Oak Management.
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
- 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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