SKYOAK CAPITAL, INC.

CRD 154248 · SEC 801-118745

Visit website

6671 LAS VEGAS BLVD S, SUITE 210, LAS VEGAS, NV, 89119, United States

Phone

800-971-8070

Fax

800-971-8075

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$219.2M

Discretionary AUM

$132.1M

Team

5 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; SERVICE FEE

Org form

Corporation

Filing date

2026-03-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	191	$42.2M
High net worth individuals	45	$147.8M
Pension/profit sharing plans	27	$28.6M
Charitable organizations	2	$501K
Corporations/business entities	3	$184K

States served

CA, NE, NV, OR, WA, TX, NH

All web addresses on file

HTTPS://TWITTER.COM/SKYOAK
HTTPS://WWW.LINKEDIN.COM/COMPANY/SKYOAK
HTTP://WWW.SKYOAK.COM
HTTPS://WWW.FACEBOOK.COM/SKYOAK

Official SEC filing: View on IAPD