Bull Oak Capital, LLC

Bull Oak Capital, LLC (CRD# 170325) is a financial advisory firm headquartered in San Diego, CA. They manage $144,481,339 in 285 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $506,952
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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 Bull Oak Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter S. Campbell
CRD#: 6852999
4747 Executive Drive, Suite 1010, San Diego, CA 92121

Peter Campbell (CRD# 6852999) is an Investment Advisor Representative working at Bull Oak Capital, LLC in San Diego, CA and has over 6 years of experience in the finance industry. Peter Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan A. Hughes
CRD#: 5430536
4747 Executive Drive, Suite 1010, San Diego, CA 92121

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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