RANCHO SANTA FE, CACRD 170325Latest ADV April 3, 2026
Bull Oak Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rancho Santa Fe, CA. Its latest Form ADV filing, dated April 3, 2026, reports $262M in regulatory assets under management, 7 employees, and 397 accounts.
Assets Under Management
$262M
Employees
7
Offices
--
Total Clients
125
Primary office
RANCHO SANTA FE, CA
16236 SAN DIEGUITO RD., STE 4-22, RANCHO SANTA FE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.6% of total clients.
Top client categories% of clientsClients
1
HNWI
97.6%
122
2
Individuals
2.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of April 3, 2026
Discretionary100.0%
$262M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$262M
Total Accounts397
10Y AUM Change+$145M (+125.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee18:1
10Y Employee Change+3 (+75.0%)
* 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.