# WEST OAK CAPITAL, LLC

WEST OAK CAPITAL, LLC of EAGLE, ID is an SEC-registered investment adviser.

## Registration

- CRD: 128473
- Type: SEC-registered investment adviser
- SEC file number: 801-62367
- Location: 1028 S. BRIDGEWAY PLACE, SUITE 120B, EAGLE, ID, 83616
- Phone: 208-722-2280
- Latest filing: 2025-09-11
- Regulatory AUM: $525.6M
- Discretionary AUM: $522.0M
- Non-discretionary AUM: $3.6M
- Clients: 8
- Accounts: 336

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Lisa Tyler Snider | PARTNER; TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 | — |
| Byron Brand Snider | PRESIDENT & CCO; TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 | — |
| Gerald Ira Clebanoff | SENIOR PARTNER; TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004 | — |
| SNIDER LISA TYLER | PARTNER; TRUSTEE; TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 (+1 more) | — |
| SNIDER BYRON BRAND | PRESIDENT & CCO; PRESIDENT, MANAGER, CFO; PRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| TALT MARK KEVIN | PASSIVE SHAREHOLDER; SENIOR PARTNER | — |
| WALKLETT TODD JOSEPH | SENIOR PARTNER | — |
| CLEBANOFF GERALD IRA | SENIOR PARTNER; TRUSTEE; TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WESTLAKE VILLAGE | CA | 2 | 805-230-8282 |
| WESTLAKE VILLAGE | CA | 2 | 805-230-8282 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128473/similar
- Related entities: https://search.stillhousedata.com/firm/128473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128473

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.