Black Oak Asset Management
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Black Oak Asset Management - overview
Established
2009
Location
Alpharetta, GA, US
Primary Industry
Financial Services
About
Founded in 2009 and based in Georgia, US, Black Oak Asset Management operates as a provider of financial and retirement planning, and investment management solutions. The company manages approximately USD 200 million in total client assets. In March 2026, RFG Advisory, LLC, a portfolio company of Long Ridge, acquired Black Oak Asset Management. Financial terms were not disclosed.
The acquisition will broaden the company's financial service offerings and client reach.
Current Investors
RFG Advisory, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Consumer Finance
Website
www.blackoakam.com/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Black Oak Asset Management - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Black Oak Asset Management | - |
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