# Bull Oak Capital

Bull Oak Capital is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** Rancho Santa Fe, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** bulloakcapital.com
- **LinkedIn:** https://www.linkedin.com/company/bull-oak-capital

## Regulatory record

- **CRD number:** 170325
- **SEC file number:** 801-124736
- **Registration status:** Registered
- **Reports private funds:** No

## About

Bull Oak Capital was established in 2014 as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory services that include financial planning, portfolio management, and ongoing investment oversight. No specific asset-class allocations, named holdings, or co-investors appear in available records. Operations remain centered in the United States. No team size, additional offices, or dated operational events from the last 24 months are recorded. The firm serves individuals and high-net-worth clients through standard advisory arrangements. No distinct structural features such as proprietary sourcing channels, hybrid fund vehicles, or succession mechanisms are documented beyond its core RIA registration.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Bull Oak Capital?

No named principals or CIO are disclosed in public records.

### Does Bull Oak Capital participate in fund commitments or only direct deals?

Available information describes only advisory services; no fund commitments or direct deals are specified.

## Related profiles

- [Bullnet Capital](https://altss.com/profile/bullnet-capital)
- [Bulloch County Board of Commissioners](https://altss.com/profile/bulloch-county-board-of-commissioners)

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Updated: 2026-07-08T21:34:20.599Z

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