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SKYOAK CAPITAL, INC.
CRD 154248File 801-118745
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$219.2M
Below cohort median (national)
Discretionary AUM
$132.1M
Non-discretionary $87.1M
Clients
268
671 accounts
Employees
5
Below cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 15, 2020
- Principal office
- 6671 LAS VEGAS BLVD S, SUITE 210, LAS VEGAS, NV, 89119
- Phone
- 800-971-8070
- Website
- HTTPS://TWITTER.COM/SKYOAK
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.2M
- Discretionary AUM
- $132.1M
- Non-discretionary AUM
- $87.1M
- Discretionary accounts
- 491
- Non-discretionary accounts
- 180
- Total accounts
- 671
- AUM per client
- $818K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $184K |
| Charitable organizations | Fewer than 5 | $501K |
| High net worth individuals | 45 | $147.8M |
| Pension and profit sharing plans | 27 | $28.6M |
| Individuals (other than high net worth individuals) | 191 | $42.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SERVICE FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.