BULL OAK CAPITAL, LLC
CRD #170325 SEC #801-124736 RANCHO SANTA FE, CA (858) 999-3550
SEC Registered
Total AUM
$196.2M
Discretionary
$196.2M
Employees
6
Clients
11
Accounts
356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $196.2M | $196.2M | $0 | 6 | 0 |
| Sep 2025 | $196.2M | $196.2M | $0 | 6 | 0 |
| Aug 2025 | $196.2M | $196.2M | $0 | 6 | 0 |
| Mar 2025 | $196.2M | $196.2M | $0 | 6 | 0 |
| Jun 2024 | $157.1M | $157.1M | $0 | 4 | 0 |
| Jun 2024 | $157.1M | $157.1M | $0 | 4 | 0 |
| Jun 2024 | $157.1M | $157.1M | $0 | 4 | 0 |
| Feb 2024 | $144.5M | $144.5M | $0 | 4 | 0 |
| Jan 2024 | $144.5M | $144.5M | $0 | 3 | 0 |
| Jan 2024 | $144.5M | $144.5M | $0 | 3 | 0 |
| Jan 2024 | $144.5M | $144.5M | $0 | 3 | 0 |
| Dec 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Aug 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Jun 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Apr 2023 | $121.6M | $121.6M | $0 | 3 | 0 |
| Mar 2023 | $121.6M | $121.6M | $0 | 3 | 0 |
| Jan 2023 | $121.6M | $121.6M | $0 | 3 | 0 |
| Jan 2023 | $121.6M | $121.6M | $0 | 3 | 0 |
| Oct 2022 | $116.2M | $116.2M | $0 | 4 | 0 |
| Sep 2022 | $116.2M | $116.2M | $0 | 4 | 0 |
| Jul 2022 | $116.2M | $116.2M | $0 | 4 | 0 |
| May 2022 | $116.2M | $116.2M | $0 | 4 | 0 |
| Mar 2022 | $116.2M | $116.2M | $0 | 4 | 0 |
| Mar 2022 | $116.2M | $116.2M | $0 | 4 | 0 |
DateOct 2025
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees6
Clients0
DateSep 2025
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients0