West Oak Capital, LLC

West Oak Capital, LLC (CRD# 128473) is a financial advisory firm headquartered in Eagle, ID. They manage $450,267,983 in 321 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $1,402,704
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, ID, LA, MT, TX, UT

Financial Advisors at West Oak Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gerald I. Clebanoff
CRD#: 4188238
1028 S. Bridgeway Place, Suite 120b, Eagle, ID 83616

Gerald Clebanoff (CRD# 4188238) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 21 years of experience in the finance industry.

2
Byron B. Snider
CRD#: 1769321
1028 S. Bridgeway Place, Suite 120b, Eagle, ID 83616

Byron Snider (CRD# 1769321) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 29 years of experience in the finance industry.

3
Antonius G. Somoza
CRD#: 4643280
1028 S. Bridgeway Place, Suite 120b, Eagle, ID 83616

Antonius Somoza (CRD# 4643280) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 5 years of experience in the finance industry. Antonius Somoza 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.

4
Jonathan T. Howard
CRD#: 7146559
1028 S. Bridgeway Place, Suite 120b, Eagle, ID 83616

Jonathan Howard (CRD# 7146559) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 2 years of experience in the finance industry.

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