Skyoak Capital, Inc.
Skyoak Capital, Inc. is an SEC-registered mass-market adviser in Las Vegas, NV with $219.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Skyoak Capital, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154248, SEC 801-118745, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $219.2M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Las Vegas, NV
- Employees
- 5
- Clients
- 268
- CRD
- 154248
- Ownership
- DAVIS, JENNIFER, A; DAVIS, JENNIFER, ANN; DAVIS, DEREK; WATSON, DONALD, LYMAN; PHILBY, KATHLEEN, MARIE
How much AUM does Skyoak Capital, Inc. have?
Skyoak Capital, Inc. reported $219.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Skyoak Capital, Inc.?
Disclosed owners and executives of Skyoak Capital, Inc. include DAVIS, JENNIFER, A, DAVIS, JENNIFER, ANN, DAVIS, DEREK, WATSON, DONALD, LYMAN, PHILBY, KATHLEEN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.