{
  "crd_number": 154248,
  "slug": "skyoak-capital-inc-las-vegas-nv-154248",
  "primary_business_name": "SKYOAK CAPITAL, INC.",
  "legal_name": "SKYOAK CAPITAL, INC.",
  "dbas": [
    "SKYOAK",
    "SKYOAK FINANCIAL",
    "SKYOAK WEALTH",
    "SKYOAK WEALTH MANAGEMENT"
  ],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-15",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 219242758.0,
  "raum_discretionary": 132143957.0,
  "raum_non_discretionary": 87098801.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 500565.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 42162951.0,
      "count": 191
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 28575660.0,
      "count": 27
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 147819843.0,
      "count": 45
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 183739.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NE",
    "NH",
    "NV",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/SKYOAK",
    "https://linkedin.com/COMPANY/SKYOAK",
    "https://skyoak.com",
    "https://twitter.com/SKYOAK"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154248",
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/skyoak-capital-inc-las-vegas-nv-154248",
  "display_name": "Skyoak Capital, Inc.",
  "summary": "Skyoak Capital, Inc. is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Skyoak Capital, Inc. (CRD 154248): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Skyoak Capital, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Skyoak Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Skyoak Capital, Inc. located?",
      "a": "Skyoak Capital, Inc.'s principal office is in Las Vegas, NV, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Skyoak Capital, Inc. registered with the SEC or a state?",
      "a": "Skyoak Capital, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 154248."
    },
    {
      "q": "How much does Skyoak Capital, Inc. manage?",
      "a": "Skyoak Capital, Inc. reports $219,242,758 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (60% discretionary)."
    },
    {
      "q": "How have Skyoak Capital, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Skyoak Capital, Inc.: Regulatory assets under management: $142,183,054 in the October 2021 data and $219,242,758 in the October 2026 data, up 54%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Skyoak Capital, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (191); high net worth individuals (45); pension and profit sharing plans (but not the plan participants or government pension plans) (27)."
    },
    {
      "q": "Which custodians does Skyoak Capital, Inc. use?",
      "a": "Skyoak Capital, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Skyoak Capital, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154248"
    },
    {
      "q": "What changed in Skyoak Capital, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $196,298,536 to $219,242,758 (+12%). Registered or notice-filed in NE, NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 142183054.0,
      "total_employees": 8,
      "filing_date": "2021-03-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 193179235.0,
      "total_employees": 6,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 170862603.0,
      "total_employees": 6,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 178678829.0,
      "total_employees": 5,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 196298536.0,
      "total_employees": 5,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 219242758.0,
      "total_employees": 5,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $196,298,536 to $219,242,758 (+12%).",
        "Registered or notice-filed in NE, NH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Capital Client Group, Inc.",
      "name_as_filed": "CAPITAL CLIENT GROUP, INC.",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/skyoak-capital-inc-las-vegas-nv-154248.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 191,
      "fewer_than_5": false,
      "raum": 42162951.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 147819843.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 28575660.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 500565.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 183739.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154248",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}