PACIFIC OAK CAPITAL ADVISORS, LLC
CRD #299177 SEC #801-117321 COSTA MESA, CA 866-722-6257
SEC Registered
Total AUM
$3.2B
Discretionary
$0
Employees
11
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.2B | $0 | $3.2B | 11 | 0 |
| Jul 2025 | $3.2B | $0 | $3.2B | 11 | 0 |
| Jul 2025 | $3.2B | $0 | $3.2B | 11 | 0 |
| May 2025 | $3.2B | $0 | $3.2B | 11 | 0 |
| Apr 2025 | $3.2B | $0 | $3.2B | 11 | 0 |
| Mar 2024 | $3.5B | $0 | $3.5B | 15 | 0 |
| Mar 2023 | $4B | $0 | $4B | 16 | 0 |
| Mar 2022 | $3.8B | $0 | $3.8B | 17 | 0 |
| Nov 2021 | $3.9B | $0 | $3.9B | 16 | 0 |
| Mar 2021 | $3.9B | $0 | $3.9B | 16 | 0 |
| Jul 2020 | $3.8B | $0 | $3.8B | 11 | 0 |
| Jun 2020 | $3.8B | $0 | $3.8B | 11 | 0 |
| Mar 2020 | $3.8B | $0 | $3.8B | 11 | 0 |
| Nov 2019 | $3.1B | $0 | $3.1B | 10 | 0 |
DateOct 2025
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees11
Clients0
DateJul 2025
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees11
Clients0
DateJul 2025
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees11
Clients0
DateMay 2025
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees11
Clients0
DateApr 2025
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees11
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees15
Clients0
DateMar 2023
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees16
Clients0
DateMar 2022
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees17
Clients0
DateNov 2021
Total AUM$3.9B
Discretionary$0
Non-Disc.$3.9B
Employees16
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$0
Non-Disc.$3.9B
Employees16
Clients0
DateJul 2020
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees11
Clients0
DateJun 2020
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees11
Clients0
DateMar 2020
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees11
Clients0
DateNov 2019
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees10
Clients0