Blue Oak Capital Review

Trust Score 96%
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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 $433.0 million and provides investment advisory services for 145 clients (1:49 advisor/client ratio).

Blue Oak Capital requires a $2,000,000 minimum investment.



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Managed Investing

Feature Value
Minimum Investment $2,000,000
Average Account AUM $2,986,521
Hybrid Advisor No
Disciplinary History No
Total AUM $433.0 million
Advisor / Client Ratio 1:49
Headquarters 3000 Sand Hill Road, 1/205 Menlo Park, CA 94025
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