SKYOAK CAPITAL, INC.

RIASEC RegisteredEst. 2020

Total AUM

$219M

Discretionary

$132M

60% of AUM

Avg account

$327K

Accounts

671

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 154248
Registered since: May 15, 2020
Website: skyoak.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI67.42%
Individuals19.23%
Pension & Profit Sharing Plans13.03%
Charitable Organizations0.23%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Skyoak Capital, Inc. is an independent registered investment advisor that acts as both a discretionary portfolio manager and a capital allocator for individuals, families and institutional clients. The firm, SEC-registered in 2020 and owned by an individual, combines traditional advisory work—financial planning and portfolio management across individual, pooled and institutional mandates—with selection of third‑party managers and educational programming for clients. Its fee model is flexible, including percentage-of-AUM, hourly and fixed-fee arrangements, and it can employ performance-based fee schedules where appropriate. Firm activity shows a tilt toward pooled and public fund vehicles for core exposures while maintaining the ability to deploy into private markets. Skyoak is not positioned as an ESG-focused manager and is not identified as a multi-state adviser in its snapshot, but it operates as a capital allocator, using external managers across several alternative strategies to complement its public holdings. The firm received recognition as a Top RIA by FA Magazine in 2020.