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
3000 Sand Hill Road, 1/205, Menlo Park, CA 94025
https://www.blueoak.net
By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Blue Oak Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Baker, financial advisor Menlo Park CA
Thomas A. Baker
CRD#: 1552506
3000 Sand Hill Road, 1/205, Menlo Park, CA 94025

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, financial advisor Palo Alto CA
Matthew B. Kenaston
CRD#: 3022227
2600 El Camino Real, Ste. 415, Palo Alto, CA 94306

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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