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OAK PEAK FINANCIAL
MARTIN, KEVIN BAYARD
CRD 226668
750 MENLO AVENUE, SUITE 250, MENLO PARK, CA, 94025, United States
Phone
(650) 434-6600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.9M
Discretionary AUM
$21.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $4.8M |
| High net worth individuals | 12 | $17.1M |
All web addresses on file
Official SEC filing: View on IAPD