Skyoak Capital, Inc.
● SEC registered since 2020CRD 154248SEC# 801-118745Las Vegas, NV
Reg. AUM
$219.2M
Employees
5
Accounts
671
Location
Las Vegas, NV
Skyoak Capital, Inc. assets under management
Skyoak Capital, Inc. is an SEC-registered investment adviser based in Las Vegas, NV. The firm has been registered since 2020. It reports $219.2 million in regulatory assets under management and employs 5 people.
Skyoak Capital, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ann Boyd Control | Chief Operatng Officer, Chief Compliance Officer | Under 5% | 2020 |
| Jennifer Ann Davis Control | Chief Executive Officer, Chief Investment Officer | Over 75% | 2010 |
Frequently asked questions
How much does Skyoak Capital, Inc. manage?
Skyoak Capital, Inc. reports $219.2 million in regulatory assets under management on its Form ADV.
How many employees does Skyoak Capital, Inc. have?
Skyoak Capital, Inc. reports 5 employees.
Where is Skyoak Capital, Inc. located?
Skyoak Capital, Inc. is based in Las Vegas, NV and has been SEC-registered since 2020.
Does Skyoak Capital, Inc. disclose fund performance?
Skyoak Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV 89119 |
| Phone | 800-971-8070 |
| Fax | 800-971-8075 |
| Office hours | 8:00 - 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$219.2Mregulatory AUM
Discretionary $132.1MNon-discretionary $87.1M