Silveroak Investments, LLC
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About
SilverOak Investments, LLC (dba Court Investment Services) provides discretionary investment supervisory and portfolio management to individuals, high net worth clients, corporations and charitable organizations. The firm manages separately managed accounts and typically invests in individual stocks, bonds and exchange-traded securities, including the use of inverse ETFs.
The firm describes a long-term, bottom-up, valuation-driven investment approach that combines fundamental and technical analysis to identify companies with strong fundamentals and to construct client-specific portfolios based on objectives and time horizon. SilverOak acts under discretionary authority (clients grant a limited power of attorney), monitors accounts on an ongoing basis and conducts reviews at least semi‑annually.
Notably, SilverOak sponsors a wrap fee program and is responsible for selecting investments, allocations and sector weights for that program — an offering that is uncommon among similar supported firms. The firm also recently transitioned from SEC to state registration, manages roughly $63.2 million for about 142 clients with a two-advisor team, and discloses related-party activities such as limited insurance-selling by its principal and custody practices that include fee withdrawals and standing letters of authorization.
Client services
Expertise
Fee options
Fixed fees ranging $1-$2,500 per month depending on assets and service level; flat $25 per month fee for certain clients
$0+: 1.00% to 2.00% annually (negotiable) $0+: Typically 1.25% annually for clients under Court Investment Services (CIS)
Account minimum: $250,000 Fee-only: Fixed fees negotiable, ranges from $1 to $2,500 per month; flat fixed fee of $25/month for limited cash or cash equivalent strategies
Main office
See officeLas Vegas NV
Advisors at this office
1
Most active in
California · Georgia · Nevada · Oklahoma · Texas
Also doing business as
Court Investment Services · Silveroak Investments Limited Liability Company · Silveroak Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan Y
Series 66
Las Vegas, NV
Silveroak Investments, LLC
Ryan Yuhnke is a financial advisor with SilverOak Investments, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with SilverOak Investments since 2017 and was previously with DW Advisors dba SilverOak Investments from 2015 to 2017. In addition to his advisory role, Yuhnke is a licensed insurance agent providing life insurance services. SilverOak Investments offers discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that incorporates fundamental and technical analysis, with portfolios managed under discretionary authority by the principal.
Deiyadin P
Series 66
Costa Mesa, CA
Silveroak Investments, LLC
Deiyadin Pernas is a financial advisor at SilverOak Investments, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Hightower Advisors and Hightower Securities, LLC from 2015 to 2022. Pernas writes market-related research under Pernas Research, dedicating about 10 hours per week to this work without compensation. SilverOak Investments, LLC provides discretionary portfolio management to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term, bottom-up, valuation-driven investment approach combining fundamental and technical analysis to build client-specific portfolios and sponsors a wrap fee program unusual for firms of its category.
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