RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Idaho
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERNA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004NA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERNA Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERNA Control
SNIDER, BYRON, BRANDIPRESIDENT & CCONA Control
SNIDER, BYRON, BRANDIPRESIDENT & CCONA Control
SNIDER, BYRON, BRANDIPRESIDENT & CCONA Control
SNIDER, BYRON, BRANDIPRESIDENT & CCONA Control
SNIDER, BYRON, BRANDIPRESIDENT & CCONA Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001NA Control
SNIDER, LISA, TYLERIPARTNERNA Control
SNIDER, LISA, TYLERIPARTNERNA Control
SNIDER, LISA, TYLERIPARTNERNA Control
SNIDER, LISA, TYLERIPARTNERNA Control
SNIDER, LISA, TYLERIPARTNERNA Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001NA Control
WALKLETT, TODD, JOSEPHISENIOR PARTNERNA Control
WALKLETT, TODD, JOSEPHISENIOR PARTNERNA Control
WALKLETT, TODD, JOSEPHISENIOR PARTNERNA Control
WALKLETT, TODD, JOSEPHISENIOR PARTNERNA Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001DEMEMBERE Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERE Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERE Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERE Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERE Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERE Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERE Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERE Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, LISA, TYLERIPARTNERE Control
SNIDER, LISA, TYLERIPARTNERE Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, LISA, TYLERIPARTNERE Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, LISA, TYLERIPARTNERE Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, LISA, TYLERIPARTNERE Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, LISA, TYLERIPARTNERE Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, LISA, TYLERIPARTNERE Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001E Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFOC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFOC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFOC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDIPRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDISENIOR PARTNER / CHIEF COMPLIANCE OFFICERC Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDIPRESIDENT & CCOC Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDIPRESIDENT & CCOC Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, BYRON, BRANDITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIVICE PRESIDENTC Control
SNIDER, LISA, TYLERIVICE PRESIDENTC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIVICE PRESIDENTC Control
SNIDER, LISA, TYLERIVICE PRESIDENTC Control
SNIDER, LISA, TYLERIVICE PRESIDENTC Control
SNIDER, LISA, TYLERIVICE PRESIDENTC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERIPARTNERC Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
SNIDER, LISA, TYLERITRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001C Control
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINIPASSIVE SHAREHOLDERC
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINISENIOR PARTNERC Control
TALT, MARK, KEVINIPASSIVE SHAREHOLDERB
TALT, MARK, KEVINIPASSIVE SHAREHOLDERB
TALT, MARK, KEVINIPASSIVE SHAREHOLDERB
TALT, MARK, KEVINIPASSIVE SHAREHOLDERB
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004A Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004A Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004A Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004A Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004A Control
CLEBANOFF, GERALD, IRAISENIOR PARTNERA Control
CLEBANOFF, GERALD, IRAITRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004A Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERA Control
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004DEMEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CLEBANOFF, GERALD, IRAIGERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004F Control
SNIDER, BYRON, BRANDISNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001F Control
SNIDER, LISA, TYLERISNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001F Control

Registrations

Federal

IA
Sep 11, 2025 REGISTERED

Notice Filings (10)

CA FL ID LA MT NV NY TX UT VA

Address

1028 S. BRIDGEWAY PLACE
SUITE 120B
EAGLE, ID 83616
United States
Phone: 208-722-2280