SKYOAK CAPITAL, INC.

SKYOAK CAPITAL, INC. of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 154248). Regulatory assets under management: $219.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (10)

NameRoleLocation
Jennifer Ann DavisCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER
Elizabeth Ann BoydCHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER
DAVIS TODD APRESIDENT AND CHIEF EXECUTIVE OFFICER
DAVIS MELISSA ANNCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER
DAVIS DEREK LEROYCHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER
WATSON DONALD LYMANCHIEF COMPLIANCE OFFICER
DAVIS DEREKDIRECTOR OF OPERATIONS
PHILBY KATHLEENCHIEF OPERATIONS OFFICER
PHILBY KATHLEEN MARIECHIEF OPERATIONS OFFICER
BOYD ELIZABETH ANNCHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER

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