Bull Oak Capital, LLC
● SEC registered since 2022CRD 170325SEC# 801-124736Rancho Santa Fe, CA
Reg. AUM
$261.6M
Employees
7
Accounts
397
Location
Rancho Santa Fe, CA
Bull Oak Capital, LLC assets under management
Bull Oak Capital, LLC is an investment advisory firm registered with the SEC based in Rancho Santa Fe, CA. The firm has been registered since 2022. It reports $261.6 million in regulatory assets under management and employs 7 people.
Bull Oak Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Stuart Campbell | Managing Member | 5-10% | 2024 |
| Ryan Anthony Hughes Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Bull Oak Capital, LLC manage?
Bull Oak Capital, LLC reports $261.6 million in regulatory assets under management on its Form ADV.
How many employees does Bull Oak Capital, LLC have?
Bull Oak Capital, LLC reports 7 employees.
Where is Bull Oak Capital, LLC located?
Bull Oak Capital, LLC is based in Rancho Santa Fe, CA and has been SEC-registered since 2022.
Does Bull Oak Capital, LLC disclose fund performance?
Bull Oak Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16236 San Dieguito Rd., Ste 4-22, Rancho Santa Fe, CA 92067-5752 |
| Phone | (858) 999-3550 |
| Office hours | 9:30 a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1824263 |
| Discloses disciplinary history | No |
Regulatory AUM
$261.6M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$261.6Mregulatory AUM
Discretionary $261.6M