BULL OAK CAPITAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$261,648,815
Discretionary
$261,648,815
Non-discretionary
$0
Firm details
- CRD number
- 170325
- SEC file number
- 801-124736
- Main office
- RANCHO SANTA FE, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.