WEST OAK CAPITAL, LLC
CRD #128473 SEC #801-62367 EAGLE, ID 208-722-2280
SEC Registered
Total AUM
$525.6M
Discretionary
$522M
Employees
8
Clients
0
Accounts
336
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $525.6M | $522M | $3.6M | 8 | 0 |
| Mar 2025 | $525.6M | $522M | $3.6M | 8 | 0 |
| Feb 2024 | $439.9M | $383.3M | $56.5M | 8 | 0 |
| Mar 2023 | $403.4M | $355.9M | $47.5M | 8 | 0 |
| Mar 2022 | $450.3M | $401.5M | $48.8M | 8 | 0 |
| Jun 2021 | $379.9M | $344.7M | $35.2M | 7 | 0 |
| Mar 2021 | $379.9M | $344.7M | $35.2M | 7 | 0 |
| Jun 2020 | $349.3M | $316.5M | $32.8M | 7 | 0 |
| Mar 2020 | $349.3M | $316.5M | $32.8M | 8 | 0 |
| Mar 2019 | $300.1M | $273.7M | $26.4M | 7 | 0 |
| Nov 2018 | $336.7M | $302.3M | $34.4M | 7 | 0 |
| Apr 2018 | $336.7M | $302.3M | $34.4M | 7 | 0 |
| Feb 2018 | $336.7M | $302.3M | $34.4M | 7 | 0 |
| Sep 2017 | $297.1M | $266.9M | $30.2M | 6 | 100 |
| Mar 2017 | $297.1M | $266.9M | $30.2M | 6 | 100 |
| Apr 2016 | $269M | $245.4M | $23.6M | 4 | 26 |
| Mar 2016 | $269M | $245.4M | $23.6M | 4 | 26 |
| Mar 2015 | $283.4M | $255M | $28.5M | 5 | 26 |
| Mar 2014 | $281.2M | $246.9M | $34.3M | 4 | 26 |
| Feb 2014 | $281.2M | $246.9M | $34.3M | 4 | 26 |
| Dec 2013 | $265.4M | $219.6M | $45.8M | 4 | 26 |
| May 2013 | $265.4M | $219.6M | $45.8M | 4 | 26 |
| Feb 2013 | $241.3M | $205.7M | $35.6M | 4 | 26 |
| Feb 2012 | $223.9M | $192.8M | $31.1M | 1 | 26 |
| Mar 2011 | $238.4M | $187.6M | $50.8M | 5 | -- |
| Feb 2010 | $233.2M | $183.8M | $49.4M | 5 | -- |
| Oct 2007 | $283.3M | $222.6M | $60.8M | 5 | -- |
| Aug 2007 | $283.3M | $222.6M | $60.8M | 5 | -- |
| Jan 2007 | $283.3M | $222.6M | $60.8M | 5 | -- |
| Jan 2006 | $154.8M | $104.2M | $50.6M | 5 | -- |
| May 2005 | $130.1M | $91.9M | $38.2M | 5 | -- |
| May 2005 | $130.1M | $91.9M | $38.2M | 5 | -- |
| Jan 2005 | $131M | $131M | $0 | 5 | -- |
| May 2004 | $48.3M | $48.3M | $0 | 5 | -- |
| Mar 2004 | $34.4M | $34.4M | $0 | 5 | -- |
DateSep 2025
Total AUM$525.6M
Discretionary$522M
Non-Disc.$3.6M
Employees8
Clients0
DateMar 2025
Total AUM$525.6M
Discretionary$522M
Non-Disc.$3.6M
Employees8
Clients0
DateFeb 2024
Total AUM$439.9M
Discretionary$383.3M
Non-Disc.$56.5M
Employees8
Clients0
DateMar 2023
Total AUM$403.4M
Discretionary$355.9M
Non-Disc.$47.5M
Employees8
Clients0
DateMar 2022
Total AUM$450.3M
Discretionary$401.5M
Non-Disc.$48.8M
Employees8
Clients0
DateJun 2021
Total AUM$379.9M
Discretionary$344.7M
Non-Disc.$35.2M
Employees7
Clients0
DateMar 2021
Total AUM$379.9M
Discretionary$344.7M
Non-Disc.$35.2M
Employees7
Clients0
DateJun 2020
Total AUM$349.3M
Discretionary$316.5M
Non-Disc.$32.8M
Employees7
Clients0
DateMar 2020
Total AUM$349.3M
Discretionary$316.5M
Non-Disc.$32.8M
Employees8
Clients0
DateMar 2019
Total AUM$300.1M
Discretionary$273.7M
Non-Disc.$26.4M
Employees7
Clients0
DateNov 2018
Total AUM$336.7M
Discretionary$302.3M
Non-Disc.$34.4M
Employees7
Clients0
DateApr 2018
Total AUM$336.7M
Discretionary$302.3M
Non-Disc.$34.4M
Employees7
Clients0
DateFeb 2018
Total AUM$336.7M
Discretionary$302.3M
Non-Disc.$34.4M
Employees7
Clients0
DateSep 2017
Total AUM$297.1M
Discretionary$266.9M
Non-Disc.$30.2M
Employees6
Clients100
DateMar 2017
Total AUM$297.1M
Discretionary$266.9M
Non-Disc.$30.2M
Employees6
Clients100
DateApr 2016
Total AUM$269M
Discretionary$245.4M
Non-Disc.$23.6M
Employees4
Clients26
DateMar 2016
Total AUM$269M
Discretionary$245.4M
Non-Disc.$23.6M
Employees4
Clients26
DateMar 2015
Total AUM$283.4M
Discretionary$255M
Non-Disc.$28.5M
Employees5
Clients26
DateMar 2014
Total AUM$281.2M
Discretionary$246.9M
Non-Disc.$34.3M
Employees4
Clients26
DateFeb 2014
Total AUM$281.2M
Discretionary$246.9M
Non-Disc.$34.3M
Employees4
Clients26
DateDec 2013
Total AUM$265.4M
Discretionary$219.6M
Non-Disc.$45.8M
Employees4
Clients26
DateMay 2013
Total AUM$265.4M
Discretionary$219.6M
Non-Disc.$45.8M
Employees4
Clients26
DateFeb 2013
Total AUM$241.3M
Discretionary$205.7M
Non-Disc.$35.6M
Employees4
Clients26
DateFeb 2012
Total AUM$223.9M
Discretionary$192.8M
Non-Disc.$31.1M
Employees1
Clients26
DateMar 2011
Total AUM$238.4M
Discretionary$187.6M
Non-Disc.$50.8M
Employees5
Clients--
DateFeb 2010
Total AUM$233.2M
Discretionary$183.8M
Non-Disc.$49.4M
Employees5
Clients--
DateOct 2007
Total AUM$283.3M
Discretionary$222.6M
Non-Disc.$60.8M
Employees5
Clients--
DateAug 2007
Total AUM$283.3M
Discretionary$222.6M
Non-Disc.$60.8M
Employees5
Clients--
DateJan 2007
Total AUM$283.3M
Discretionary$222.6M
Non-Disc.$60.8M
Employees5
Clients--
DateJan 2006
Total AUM$154.8M
Discretionary$104.2M
Non-Disc.$50.6M
Employees5
Clients--
DateMay 2005
Total AUM$130.1M
Discretionary$91.9M
Non-Disc.$38.2M
Employees5
Clients--
DateMay 2005
Total AUM$130.1M
Discretionary$91.9M
Non-Disc.$38.2M
Employees5
Clients--
DateJan 2005
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees5
Clients--