Financial AdvisoryFractional CFO ServicesActiveVerified

Blue Oak Advisory Group

C/O Blue Oak Advisory Group LLC, Registered Agent

Blue Oak Advisory Group offers fractional CFO and accounting advisory services, providing tailored financial strategies to businesses. Their website features contact emails for Andy and Adam, indicating a small-team operation. The business name and service description strongly suggest this is the operating entity behind the LLC filing.

Filed January 18, 2026 · Rochester, NY · Monroe County

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Source

New York Department of State, Division of Corporations · Entity 7810032 · Retrieved May 25, 2026

Search the registry for 7810032 ›JSON record ›

About Blue Oak Advisory Group

BLUE OAK ADVISORY GROUP LLC filed in New York on January 18, 2026, as a financial advisory firm offering fractional CFO services. The owner filed personally as the registered agent. Its domain was registered 41 days before filing, on December 8, 2025, through Squarespace Domains, and the site was built with Wix. The website matches the filing name and address. We estimate its revenue range is $100K-$1M and its employee range is 1-5. No annual report or EIN on file yet.

  • Domain registered 41 days before the New York filing date.
  • Filed personally by the owner as registered agent.
  • Website built with Wix and identity confirmed.
  • We estimate revenue $100K-$1M and 1-5 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 228 new businesses registered in Rochester in January 2026, and the only financial advisory business registered there that month.

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Filing Details

Entity NameBLUE OAK ADVISORY GROUP LLC
Entity TypeLLC
Entity Number7810032
Filing DateJanuary 18, 2026
Principal AddressLocked
City / State / ZipRochester, NY 14607
CountyMonroe
TimezoneEastern (ET)
EIN on FileNo
Registered AgentC/O Blue Oak Advisory Group LLC
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 41 days before filing · built on Wix · registrar Squarespace Domains
Website BuildModern · Wix Website Builder
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintOnline only (estimate)
First Recorded by DayOneLeadMay 25, 2026 (127 days after filing)

Verified Business Profile

SubcategoryFractional CFO Services

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Blue Oak Advisory Group registered?

Blue Oak Advisory Group was registered as LLC on January 18, 2026 in New York.

Where is Blue Oak Advisory Group located?

Blue Oak Advisory Group is based in Rochester, NY, 14607, in Monroe County.

What type of business is Blue Oak Advisory Group?

Blue Oak Advisory Group is classified as a financial advisory business (fractional cfo services).

Does Blue Oak Advisory Group have an EIN on file?

No EIN was found on file for Blue Oak Advisory Group at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting

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