Skyoak Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 6, 2026, reports $219M in regulatory assets under management, 5 employees, 2 offices, and 671 accounts.
Assets Under Management
$219M
Employees
5
Offices
2 offices
Total Clients
268
Primary office
LAS VEGAS, NV
6671 LAS VEGAS BLVD S, SUITE 210, LAS VEGAS, NV, United States
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
191
2
HNWI
16.8%
45
3
Pension Plans
10.1%
27
4
Corporations
1.1%
3
5
Charitable
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 6, 2026
Discretionary60.3%
$132M
60% of total RAUM60.3%
Non-discretionary39.7%
$87M
40% of total RAUM39.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$219M
Total Accounts671
10Y AUM Change+$95M (+77.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change-4 (-44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.