West Oak Capital, LLC

West Oak Capital, LLC (CRD# 128473) is a financial advisory firm headquartered in Westlake Village, CA. They manage $349,331,618 in 299 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361
http://www.westoakcap.com
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $1,168,333
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, LA, TX

Financial Advisors at West Oak Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gerald Clebanoff, financial advisor Westlake Village CA
Gerald I. Clebanoff
CRD#: 4188238
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361

Gerald Clebanoff (CRD# 4188238) is an Investment Advisor Representative working at West Oak Capital, LLC in Westlake Village, CA and has over 20 years of experience in the finance industry.

2
Byron Snider, financial advisor Westlake Village CA
Byron B. Snider
CRD#: 1769321
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361

Byron Snider (CRD# 1769321) is an Investment Advisor Representative working at West Oak Capital, LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.

3
Antonius Somoza, financial advisor Westlake Village CA
Antonius G. Somoza
CRD#: 4643280
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361

Antonius Somoza (CRD# 4643280) is an Investment Advisor Representative working at West Oak Capital, LLC in Westlake Village, CA and has over 4 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 Howard, financial advisor Westlake Village CA
Jonathan T. Howard
CRD#: 7146559
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361

Jonathan Howard (CRD# 7146559) is an Investment Advisor Representative working at West Oak Capital, LLC in Westlake Village, CA and has 1 year 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.

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