Blue Oak Capital LLC
Blue Oak Capital LLC (CRD# 108592) is a financial advisory firm headquartered in Menlo Park, CA. They manage $556,743,200 in 500 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management557MILLION
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Total Number of Accounts500ACCOUNTS
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Average Account Value$1,113,486
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Blue Oak Capital LLC
1
Thomas Baker (CRD# 1552506) is an Investment Advisor Representative working at Blue Oak Capital LLC in Menlo Park, CA and has over 29 years of experience in the finance industry.
2
Matthew Kenaston (CRD# 3022227) is an Investment Advisor Representative working at Blue Oak Capital LLC in Palo Alto, CA and has over 25 years of experience in the finance industry.
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