BULL OAK CAPITAL, LLC

16236 San Dieguito Rd.
Ste 4-22
Rancho Santa Fe, California 92067-5752
Tel: (858) 999-3550

About BULL OAK CAPITAL, LLC

BULL OAK CAPITAL, LLC, formally registered with the SEC as BULL OAK CAPITAL, LLC. The firm was established in 04/25/2022. They have over 1 offices throughout the country.

BULL OAK CAPITAL, LLC is a Rancho Santa Fe, California based Financial Planning firm with nearly $157,106,307 assets under management, offering retirement planning & investment advisory services to 309 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170325
SEC#	801-124736
Assets Managed by Firm	$157,106,307
No. of Clients	309
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	309	$157,106,307
Individuals (other than high net worth individuals)	41	$21,345,619
High net worth individuals	57	$135,760,688

More Retirement Planning firms in Rancho Santa Fe, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Rancho Santa Fe, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.