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—

More on this firm