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| Bull Oak Capital LLC
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|---|---|
| CRD # | 170325 |
| SEC # | 801-124736 |
| CIK # | 0001824263 |
| AUM | $261.6 M (2026-04-03) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 858-999-3550 |
| Address | 16236 San Dieguito Rd Rancho Santa Fe, CA 92067-5752 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| iShares Comex Gold Trust | 8.8 | |
| iShares Bitcoin Trust | 3.1 | |
| Procter & Gamble Co | 0.7 | |
| Wells Fargo & Co/MN | 0.6 | |
| Qualcomm Inc/DE | 0.6 | |
| Microsoft Corp | 0.5 | |
| Sempra Energy | 0.4 | |
| Intuit Inc | 0.4 | |
| Travelers Companies Inc | 0.3 | |
| Apple Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.0 |
| (b) Individuals (high net worth individuals) | 122 | 260.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 261.6 |
| By Discretionary | ||
| Discretionary | 397 | 261.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 397 | 261.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.6 | |
| Total | 397 | 261.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001824263] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guidestream Financial Inc
✚
|
MI | 0.3 |
|
JC Capital Advisors Group LLC
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|
CT | 0.3 |
|
Mount Tamalpais Asset Management LLC
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|
CA | 0.3 |
|
Pring/Turner Capital Group Inc
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|
CA | 0.3 |
|
Tiller Partners LLC
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|
CA | 0.3 |
|
Utopia Wealth Management LLC
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|
FL | 0.3 |
|
Prevail Wealth Management LLC
✚
|
WA | 0.3 |
|
Trustwell Financial Advisors LLC
✚
|
FL | 0.3 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.3 |
|
Finley Financial LLC
✚
|
NV | 0.3 |