Blue Oak Capital LLC

Blue Oak Capital LLC (CRD# 108592) is a financial advisory firm headquartered in Menlo Park, CA. They manage $378,000,000 in 554 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $682,310
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX

Financial Advisors at Blue Oak Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas A. Baker
CRD#: 1552506
3000 Sand Hill Road, 1/205, Menlo Park, CA 94025
96
Wealthminder
score

Thomas Baker (CRD# 1552506) is an Investment Advisor Representative working at Blue Oak Capital LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.

2
Matthew B. Kenaston
CRD#: 3022227
2600 El Camino Real, Ste. 415, Palo Alto, CA 94306
93
Wealthminder
score

Matthew Kenaston (CRD# 3022227) is an Investment Advisor Representative working at Blue Oak Capital LLC in Palo Alto, CA and has over 18 years of experience in the finance industry.

3
Loren W. Walden
CRD#: 6606832
3000 Sand Hill Road, 1/205, Menlo Park, CA 94025
90
Wealthminder
score

Loren Walden (CRD# 6606832) is an Investment Advisor Representative working at Blue Oak Capital LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

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