BULL OAK CAPITAL, LLC

RANCHO SANTA FE, California·2 registered advisors·CRD# 170325
SEC# 801-1247360(858) 999-3550
01

Firm Overview

AUM
$157M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BULL OAK CAPITAL, LLC

2 registered advisors
Peter Stuart Campbell
RANCHO SANTA FE, California
Ryan Anthony Hughes
RANCHO SANTA FE, California
05

Office Locations

RANCHO SANTA FE, California
2 advisors

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Data sourced from SEC Form ADV filings. BULL OAK CAPITAL, LLC (CRD# 170325) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.