SKYOAK CAPITAL, INC.
CRD #154248 SEC #801-118745 LAS VEGAS, NV 800-971-8070
SEC Registered
Total AUM
$196.3M
Discretionary
$112.7M
Employees
5
Clients
10
Accounts
669
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $196.3M | $112.7M | $83.6M | 5 | 0 |
| Jun 2024 | $178.7M | $100.2M | $78.4M | 5 | 0 |
| Mar 2024 | $178.7M | $100.2M | $78.4M | 5 | 0 |
| Jun 2023 | $170.9M | $96.9M | $74M | 6 | 2 |
| Mar 2023 | $170.9M | $96.9M | $74M | 6 | 2 |
| Jan 2023 | $193.2M | $126.5M | $66.7M | 6 | 2 |
| Mar 2022 | $193.2M | $126.5M | $66.7M | 6 | 2 |
| Oct 2021 | $142.2M | $86.4M | $55.7M | 8 | 2 |
| Mar 2021 | $142.2M | $86.4M | $55.7M | 8 | 2 |
| Dec 2020 | $116M | $69M | $47.1M | 10 | 2 |
| Nov 2020 | $116M | $69M | $47.1M | 10 | 2 |
| Jun 2020 | $116M | $69M | $47.1M | 10 | 2 |
| Jun 2020 | $116M | $69M | $47.1M | 10 | 2 |
| Apr 2020 | $116M | $69M | $47.1M | 10 | 2 |
| Oct 2018 | $127.3M | $71.5M | $55.8M | 10 | 2 |
| Sep 2018 | $127.3M | $71.5M | $55.8M | 10 | 2 |
| Sep 2018 | $127.3M | $71.5M | $55.8M | 10 | 2 |
| Jun 2018 | $127.3M | $71.5M | $55.8M | 10 | 2 |
| Mar 2018 | $127.3M | $71.5M | $55.8M | 9 | 2 |
| Feb 2018 | $127.3M | $71.5M | $55.8M | 9 | 2 |
| May 2017 | $123.9M | $57.7M | $66.2M | 9 | 217 |
| Mar 2017 | $123.9M | $57.7M | $66.2M | 9 | 217 |
| Oct 2016 | $120.1M | $67.7M | $52.4M | 9 | 26 |
| Mar 2016 | $120.1M | $67.7M | $52.4M | 9 | 26 |
| Jun 2015 | $115.9M | $58.5M | $57.5M | 11 | 100 |
| Apr 2015 | $115.9M | $58.5M | $57.5M | 11 | 100 |
| Apr 2015 | $115.9M | $58.5M | $57.5M | 11 | 100 |
| May 2012 | $76M | $55M | $21M | 1 | 26 |
| May 2012 | $76M | $55M | $21M | 1 | 26 |
| Apr 2012 | $76M | $55M | $21M | 1 | 26 |
| Mar 2012 | $76M | $55M | $21M | 1 | 26 |
| Mar 2012 | $76M | $55M | $21M | 1 | 26 |
| Mar 2011 | $70M | $52M | $18M | 5 | -- |
| Aug 2010 | $44.7M | $44.7M | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$196.3M
Discretionary$112.7M
Non-Disc.$83.6M
Employees5
Clients0
DateJun 2024
Total AUM$178.7M
Discretionary$100.2M
Non-Disc.$78.4M
Employees5
Clients0
DateMar 2024
Total AUM$178.7M
Discretionary$100.2M
Non-Disc.$78.4M
Employees5
Clients0
DateJun 2023
Total AUM$170.9M
Discretionary$96.9M
Non-Disc.$74M
Employees6
Clients2
DateMar 2023
Total AUM$170.9M
Discretionary$96.9M
Non-Disc.$74M
Employees6
Clients2
DateJan 2023
Total AUM$193.2M
Discretionary$126.5M
Non-Disc.$66.7M
Employees6
Clients2
DateMar 2022
Total AUM$193.2M
Discretionary$126.5M
Non-Disc.$66.7M
Employees6
Clients2
DateOct 2021
Total AUM$142.2M
Discretionary$86.4M
Non-Disc.$55.7M
Employees8
Clients2
DateMar 2021
Total AUM$142.2M
Discretionary$86.4M
Non-Disc.$55.7M
Employees8
Clients2
DateDec 2020
Total AUM$116M
Discretionary$69M
Non-Disc.$47.1M
Employees10
Clients2
DateNov 2020
Total AUM$116M
Discretionary$69M
Non-Disc.$47.1M
Employees10
Clients2
DateJun 2020
Total AUM$116M
Discretionary$69M
Non-Disc.$47.1M
Employees10
Clients2
DateJun 2020
Total AUM$116M
Discretionary$69M
Non-Disc.$47.1M
Employees10
Clients2
DateApr 2020
Total AUM$116M
Discretionary$69M
Non-Disc.$47.1M
Employees10
Clients2
DateOct 2018
Total AUM$127.3M
Discretionary$71.5M
Non-Disc.$55.8M
Employees10
Clients2
DateSep 2018
Total AUM$127.3M
Discretionary$71.5M
Non-Disc.$55.8M
Employees10
Clients2
DateSep 2018
Total AUM$127.3M
Discretionary$71.5M
Non-Disc.$55.8M
Employees10
Clients2
DateJun 2018
Total AUM$127.3M
Discretionary$71.5M
Non-Disc.$55.8M
Employees10
Clients2
DateMar 2018
Total AUM$127.3M
Discretionary$71.5M
Non-Disc.$55.8M
Employees9
Clients2
DateFeb 2018
Total AUM$127.3M
Discretionary$71.5M
Non-Disc.$55.8M
Employees9
Clients2
DateMay 2017
Total AUM$123.9M
Discretionary$57.7M
Non-Disc.$66.2M
Employees9
Clients217
DateMar 2017
Total AUM$123.9M
Discretionary$57.7M
Non-Disc.$66.2M
Employees9
Clients217
DateOct 2016
Total AUM$120.1M
Discretionary$67.7M
Non-Disc.$52.4M
Employees9
Clients26
DateMar 2016
Total AUM$120.1M
Discretionary$67.7M
Non-Disc.$52.4M
Employees9
Clients26
DateJun 2015
Total AUM$115.9M
Discretionary$58.5M
Non-Disc.$57.5M
Employees11
Clients100
DateApr 2015
Total AUM$115.9M
Discretionary$58.5M
Non-Disc.$57.5M
Employees11
Clients100
DateApr 2015
Total AUM$115.9M
Discretionary$58.5M
Non-Disc.$57.5M
Employees11
Clients100
DateMay 2012
Total AUM$76M
Discretionary$55M
Non-Disc.$21M
Employees1
Clients26
DateMay 2012
Total AUM$76M
Discretionary$55M
Non-Disc.$21M
Employees1
Clients26
DateApr 2012
Total AUM$76M
Discretionary$55M
Non-Disc.$21M
Employees1
Clients26
DateMar 2012
Total AUM$76M
Discretionary$55M
Non-Disc.$21M
Employees1
Clients26
DateMar 2012
Total AUM$76M
Discretionary$55M
Non-Disc.$21M
Employees1
Clients26
DateMar 2011
Total AUM$70M
Discretionary$52M
Non-Disc.$18M
Employees5
Clients--
DateAug 2010
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--