Bull Oak Capital, LLC
Firm details
- Headquarters
- Rancho Santa Fe, California
- CRD number
- 170325
- Registered since
- April 25, 2022
- Website
- bulloakcapital.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.6%
- Individuals0.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bull Oak Capital, LLC is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual principal. The firm serves high-net-worth individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. The adviser does not identify as an ESG-focused investor, is not structured as a capital allocator, and is not registered as a multi-state adviser. The business model centers on direct advisory relationships rather than acting as or managing separate affiliated advisory vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Colin Summers
Associate AdvisorCRD 8143742
Michael Stoner
Associate AdvisorCRD 7867144
Ryan Hughes
Founder and Portfolio ManagerCRD 5430536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$308M in ETFs
84%
$259M
10%
$49.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $108M | 144,614 | 35.13% |
Location
Rancho Santa Fe, CA
San Diego
Location
Rancho Santa Fe, CA
Headquartered in Rancho Santa Fe, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 16236 San Dieguito Rd
- Time zone
- PT (UTC-8)
- Office locations
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