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 organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and through fixed-fee arrangements. Bull Oak operates as a single-owner RIA and does not describe itself as a capital allocator, pension consultant, or multi-state ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4Colin 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 27Active vs passive
$268M in ETFs
85%
$226M
9%
$41.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $77.8M | 119,067 | 29.03% |
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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