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).
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Total Assets Under Management450MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$1,402,704
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

CA, ID, LA, MT, TX, UT
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.
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.
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.
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.