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BULL OAK CAPITAL, LLC
CRD 170325 · SEC 801-124736
16236 SAN DIEGUITO RD., STE 4-22, RANCHO SANTA FE, CA, 92067-5752, United States
Phone
(858) 999-3550
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.6M
Discretionary AUM
$261.6M
Team
7 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.0M |
| High net worth individuals | 122 | $260.6M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD