Bull Oak Capital, LLC

Bull Oak Capital, LLC (CRD# 170325) is a financial advisory firm headquartered in San Diego, CA. They manage $6,158,587 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $205,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Financial Advisors at Bull Oak Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ryan A. Hughes
CRD#: 5430536
1350 Columbia St. #401, San Diego, CA 92101
100
Wealthminder
score

FIDUCIARY

Bull Oak Capital is a Registered Independent Advisor (RIA) firm in San Diego. As an RIA firm, we are required by law to act as a fiduciary towards our clients. This means that we always put our clients interests before our own. As a fee-only financial advisor, we are only paid directly by you, the client.

 

PHILOSOPHY

Our firm’s philosophy focuses on low costs, passive (index) investing, and holistic financial planning. We are committed to the financial planning process as it is an antecedent to portfolio management. The plan's findings will be integrated around the client's specific and personal financial goals.

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Disclosure
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