# SKYOAK CAPITAL, INC.

SKYOAK CAPITAL, INC. of LAS VEGAS, NV is an SEC-registered investment adviser.

## Registration

- CRD: 154248
- Type: SEC-registered investment adviser
- SEC file number: 801-118745
- Location: 6671 LAS VEGAS BLVD S, SUITE 210, LAS VEGAS, NV, 89119
- Phone: 800-971-8070
- Latest filing: 2026-03-06
- Regulatory AUM: $219.2M
- Discretionary AUM: $132.1M
- Non-discretionary AUM: $87.1M
- Clients: 5
- Accounts: 671

## 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)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Ann Davis | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | — |
| Elizabeth Ann Boyd | CHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER | — |
| DAVIS TODD A | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| DAVIS MELISSA ANN | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| DAVIS DEREK LEROY | CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| WATSON DONALD LYMAN | CHIEF COMPLIANCE OFFICER | — |
| DAVIS DEREK | DIRECTOR OF OPERATIONS | — |
| PHILBY KATHLEEN | CHIEF OPERATIONS OFFICER | — |
| PHILBY KATHLEEN MARIE | CHIEF OPERATIONS OFFICER | — |
| BOYD ELIZABETH ANN | CHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154248/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154248/similar
- Related entities: https://search.stillhousedata.com/firm/154248/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154248

---

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.