OAK BAY FINANCIAL, LLC

OAK BAY FINANCIAL, LLC of HENDERSON, NV is an SEC-registered investment adviser (CRD 339012).

Registration

• CRD: 339012
• Type: Registered investment adviser
• Location: 375 N STEPHANIE ST, HENDERSON, NV, 89014
• Phone: 702-558-5448
• Latest filing: 2026-04-20
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339012 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search