West Oak Capital, LLC
CRD 128473SEC# 801-62367Eagle, ID
No longer SEC-registered. West Oak Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$525.6M
Employees
8
Accounts
336
Location
Eagle, ID
West Oak Capital, LLC assets under management
West Oak Capital, LLC is an investment advisory firm registered with the SEC based in Eagle, ID. It reports $525.6 million in regulatory assets under management and employs 8 people.
West Oak Capital, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Brand Snider Control | Trustee Of Snider Family Trust U/D/T November 2, 2001 | Under 5% | 2001 |
| Byron Brand Snider Control | President & Cco | Under 5% | 2003 |
| Gerald I Clebanoff Living Trust U/D/T March 31, 2004 Control | Member | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does West Oak Capital, LLC manage?
West Oak Capital, LLC reports $525.6 million in regulatory assets under management on its Form ADV.
How many employees does West Oak Capital, LLC have?
West Oak Capital, LLC reports 8 employees.
Where is West Oak Capital, LLC located?
West Oak Capital, LLC is based in Eagle, ID.
Does West Oak Capital, LLC disclose fund performance?
West 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 | 1028 S. Bridgeway Place, Suite 120b, Eagle, ID 83616 |
| Office hours | Monday - Thursday 8:30a.m. To 4:00p.m.; Friday 8:30a.m. To 3:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$525.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$525.6Mregulatory AUM
Discretionary $522MNon-discretionary $3.6M