RIA FIRM

We’ll Get You There


Oak Street Funding® and Chalice™ Advisor Lending Solutions

Oak Street Funding, a preferred vendor of Chalice Advisor Lending Solutions, can provide Independent Wealth Advisors access to capital to fuel growth. Oak Street Funding supports advisors through all the stages of the business life cycle- from transition or acquisition, to debt consolidation, through succession or sale.

For us, it is not a transaction, but a relationship, and we enjoy supporting your success.


Funds can be used for:

  • Mergers and acquisitions
  • Working capital
  • Business debt restructuring
  • Partner buy-ins/buyouts and successions


We offer:

  • Loans up to $30 million
  • Flexible terms up to 10 years
  • Line of credit options
  • In-house processing and servicing

Take advantage of our direct, non-SBA, cash-flow based financing without borrowing against your personal assets.

Please complete the form below and an Oak Street Funding team member will connect with you shortly.

Have questions? Talk with our experts for more information.