BULL OAK CAPITAL, LLC

BULL OAK CAPITAL, LLC of RANCHO SANTA FE, CA is an SEC-registered investment adviser (CRD 170325). Regulatory assets under management: $261.6M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Ryan Anthony HughesCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER
Peter Stuart CampbellMANAGING MEMBER
HUGHES JAMES ANTHONYCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER
Campbell Peter StuartMANAGING MEMBER

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