SkyOak Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$196,298,536
Total clients
233
20% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
78
Average account size
$842,483
About
SkyOak Capital serves individuals and high‑net‑worth clients as well as families, corporations, retirement plan sponsors, pooled investment vehicles, endowments and foundations. The firm offers private wealth management, investment and asset management, family office services, corporate retirement plan advisory (including ERISA fiduciary services), self‑directed IRA liaison services, and advice related to private funds and alternative investments.
SkyOak’s investment process emphasizes asset allocation across broad goals (growth, preservation, inflation protection), manager selection and portfolio construction, using a core‑satellite mix of separately managed accounts, mutual funds, ETFs and limited partnerships. The firm uses active management and ongoing due diligence, and subscribes to multiple algorithmic/technical model strategies (RAAMPS) to generate buy/sell signals that inform discretionary rebalancing and trading.
Noteworthy differences from many peers include explicit portfolio management for non‑custodial private funds and pooled vehicles with special valuation and fee adjustment procedures, and the firm’s practice of recommending or investing in managers or funds that may charge performance‑based fees. The firm also has an affiliated insurance agency through which advisors are licensed to place insurance products (creating commission conflicts of interest), maintains a contractual relationship with an algorithmic model provider that has an ownership tie to the firm, and offers retirement plan education and other client education services that some peers do not.
Client services
Fee options
Financial Planning initial plan: $1,500 - $10,000; Private Wealth Manager & Family Office Services fixed annual fee: minimum $27,500.
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,500,000: 1.00% annually $2,500,000 - $10,000,000: 0.80% annually $10,000,000+: 0.65% annually
Insurance products sold through affiliate SkyOak Asset Protection Group generate commissions to representatives.
Financial Planning or Consulting: $300-$600/hour; Private Wealth Manager & Family Office Services: $600/hour minimum.
Performance-based fees may be charged by recommended Investment Managers or funds; SkyOak may recommend such investments but does not directly charge performance-based fees.
Account minimum: No specific minimum required generally; however, certain investment strategies may require minimum asset amounts that can be waived at the advisor's discretion. Specific minimums for certain services are: Investment Management Services - minimum annual fee of $2,400 (implying a minimum asset level under $1,000,000 with 1.25% fee), Private Wealth Manager & Family Office Services - minimum fee of $27,500 per year, Corporate Retirement Plans - minimum fee $5,000, Self-Directed IRA Services - minimum fee $800. Minimum fee: $2,400 minimum annual fee for Investment Management Services; $27,500 minimum annual fee for Private Wealth Manager & Family Office services; $800 minimum fee for Self-Directed IRA services; $5,000 minimum fee for Corporate Retirement Plans Fee-only: Financial planning fees can be fixed, hourly, or recurring. Private Wealth Manager & Family Office Services may be charged as flat fees, hourly fees, or percentage of net worth. Self-Directed IRA services fees are percentage-based with minimums.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
SkyOak Capital, Inc.
6671 Las Vegas Blvd S, Suite 210
Las Vegas NV 89119, United States
Number of offices
3
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