Bull Oak Capital, LLC
Bull Oak Capital, LLC is an SEC-registered wealth manager in Rancho Santa Fe, CA with $261.6M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Bull Oak Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170325, SEC 801-124736, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $261.6M (2026-04-03)
- Firm type
- Wealth Manager
- Location
- Rancho Santa Fe, CA
- Employees
- 7
- Clients
- 125
- CRD
- 170325
- Ownership
- HUGHES, RYAN, ANTHONY; Campbell, Peter, Stuart
How much AUM does Bull Oak Capital, LLC have?
Bull Oak Capital, LLC reported $261.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Bull Oak Capital, LLC?
Disclosed owners and executives of Bull Oak Capital, LLC include HUGHES, RYAN, ANTHONY, Campbell, Peter, Stuart. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.