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| Happy Holidays!! thanks for using AUM13F!! |
| West Oak Capital LLC
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| CRD # | 128473 |
| SEC # | 801-62367 |
| CIK # | 0001387399 |
| AUM | $525.6 M (2025-03-17) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 208-722-2280 |
| Address | 1028 S Bridgeway Place Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001387399 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| Leucadia National Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| Hubbell Inc | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Air Products & Chemicals Inc /DE/ | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| Applied Materials Inc /DE | 0.0 | ||
| Colgate Palmolive Co | 0.0 | ||
| Texas Instruments Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Novartis AG | 0.0 | ||
| Lockheed Martin Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 9.5 |
| (b) Individuals (high net worth individuals) | 85 | 461.8 |
| (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 | 3 | 47.0 |
| (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 | 1 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 336 | 525.6 |
| By Discretionary | ||
| Discretionary | 318 | 522.0 |
| Non-Discretionary | 18 | 3.6 |
| Total | 336 | 525.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.6 | |
| Total | 336 | 525.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387399] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Impact Capital Partners LLC
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|
CO | 0.5 |
|
RDL Financial Inc
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VA | 0.5 |
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Cordatus Wealth Management LLC
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PA | 0.5 |
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Ogorek Wealth Management LLC
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The LUTS & Greenleigh Group Inc
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MD | 0.5 |
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Alexander Labrunerie & Co Inc
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MO | 0.5 |
|
BBVA Global Wealth Advisors Inc
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FL | 0.5 |
|
Nvest Financial LLC
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NH | 0.5 |
|
Harvey Capital Management Inc
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|
FL | 0.5 |
|
Premier Wealth Advisors LLC
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|
NY | 0.5 |