Bull Oak Capital, LLC

Bull Oak Capital, LLC (CRD# 170325) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $157,106,307 in 309 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16236 San Dieguito Rd., Ste 4-22, Rancho Santa Fe, CA 92067-5752
https://www.bulloak.com
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $508,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Bull Oak Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter Campbell, financial advisor Rancho Santa Fe CA
Peter S. Campbell
CRD#: 6852999
16236 San Dieguito Rd., Ste 4-22, Rancho Santa Fe, CA 92067

Peter Campbell (CRD# 6852999) is an Investment Advisor Representative working at Bull Oak Capital, LLC in Rancho Santa Fe, CA and has over 6 years of experience in the finance industry.

2
Ryan Hughes, financial advisor Rancho Santa Fe CA
Ryan A. Hughes
CRD#: 5430536
16236 San Dieguito Rd., Ste 4-22, Rancho Santa Fe, CA 92067

FIDUCIARY

Bull Oak Capital is a Registered Independent Advisor (RIA) firm in San Diego. As an RIA firm, we are required by law to act as a fiduciary towards our clients. This means that we always put our clients interests before our own. As a fee-only financial advisor, we are only paid directly by you, the client.

 

PHILOSOPHY

Our firm’s philosophy focuses on low costs, passive (index) investing, and holistic financial planning. We are committed to the financial planning process as it is an antecedent to portfolio management. The plan's findings will be integrated around the client's specific and personal financial goals.

3
Michael Stoner, financial advisor Rancho Santa Fe CA
Michael T. Stoner
CRD#: 7867144
16236 San Dieguito Rd., Ste 4-22, Rancho Santa Fe, CA 92067

Michael Stoner (CRD# 7867144) is an Investment Advisor Representative working at Bull Oak Capital, LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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