Blue Oak Capital Review

Trust Score 96%
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Last updated: July 21st, 2019. Data source: SEC filings.

Blue Oak Capital, federally registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Blue Oak Capital manages $427.0 million and provides investment advisory services for 127 clients (1:43 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $3,362,359
Hybrid Advisor No
Disciplinary History No
Total AUM $427.0 million
Advisor / Client Ratio 1:43
Headquarters 3000 Sand Hill Road, 1/205 Menlo Park, CA 94025
SEC Filings Forms and Brochures    (CRD # 108592)
State(s) Registered CA, TX

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