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

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