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Skyoak Capital
SkyOak Capital is an SEC-registered investment adviser in Las Vegas, NV, registered since 2020. The firm manages $219 million in assets, with $132 million on a...
Skyoak Capital
SkyOak Capital is an SEC-registered investment adviser in Las Vegas, NV, registered since 2020. The firm manages $219 million in assets, with $132 million on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Las Vegas
Corporate office
Las Vegas, NV, United States
Additional offices
Medford, OR · San Francisco, CA · Newport Beach, CA
Principals
Jennifer A. Davis
Founder, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Sector focus
Frequently asked questions
Who runs investment decisions at Skyoak Capital?
Founder Jennifer A. Davis, a CERTIFIED FINANCIAL PLANNER™ with more than 30 years in wealth management, leads the firm. Investment management for private wealth clients is delivered by its CFP® and CFF® professionals alongside a chief investment officer. The tactical and alternative asset management program operates through a relationship with RAAMPS, an AI-driven algorithmic signaling provider.
Does Skyoak operate as a single-family office or a multi-family practice?
Skyoak is neither. It is an independent, employee-owned registered investment advisor that provides consultative wealth management and comprehensive financial planning to high-net-worth individuals and their families. The firm also serves retirement plans and institutions through a separate corporate-services group.
What is the RAAMPS program, and how does it fit into Skyoak's strategy?
Skyoak offers a tactical and alternative asset management sleeve through its relationship with RAAMPS, which runs a risk-averse, AI-driven algorithmic signaling program. The approach attempts to capture most of a stock's upside while limiting the downside capture ratio by moving into cash during market corrections. This sits alongside the firm's core fiduciary planning and discretionary wealth-management business.
Is Skyoak Capital affiliated with a bank, insurer, or parent company?
No. The firm states it is independent, employee-owned, and unaffiliated with any parent company. This structure underpins its fiduciary pledge, as no external entity can influence investment decisions or compensation models.
Does Skyoak participate in fund commitments, direct deals, or only managed accounts?
Based on its public disclosures, Skyoak delivers wealth management through advisory and planning relationships rather than commingled fund structures. Its tactical alternatives access comes via the RAAMPS algorithmic program, not a third-party fund commitment. The firm has not publicly reported direct private-company investments, co-investments, or private-fund participations.
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