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Bull Oak Capital, LLC

● SEC registered since 2022CRD 170325SEC# 801-124736Rancho Santa Fe, CA
Export (members)
Reg. AUM
$196.2M
Employees
6
Accounts
356
Location
Rancho Santa Fe, CA

Bull Oak Capital, LLC assets under management

Bull Oak Capital, LLC is an investment advisory firm registered with the SEC based in Rancho Santa Fe, CA. The firm has been registered since 2022. It reports $196.2 million in regulatory assets under management and employs 6 people.

Bull Oak Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Peter Stuart CampbellManaging Member5-10%2024
Ryan Anthony Hughes ControlChief Executive Officer And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Bull Oak Capital, LLC manage?

Bull Oak Capital, LLC reports $196.2 million in regulatory assets under management on its Form ADV.

How many employees does Bull Oak Capital, LLC have?

Bull Oak Capital, LLC reports 6 employees.

Where is Bull Oak Capital, LLC located?

Bull Oak Capital, LLC is based in Rancho Santa Fe, CA and has been SEC-registered since 2022.

Does Bull Oak Capital, LLC disclose fund performance?

Bull Oak Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16236 San Dieguito Rd., Ste 4-22, Rancho Santa Fe, CA 92067-5752
Phone(858) 999-3550
Office hours9:30 a.m. To 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1824263
Discloses disciplinary historyNo

Assets under management

Discretionary$196.2M
Non-discretionary$0
Total (RAUM)$196.2M