# Skyoak Capital, Inc.

> 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.

- CRD: 154248
- Filed as: SKYOAK CAPITAL, INC.
- Also doing business as: SKYOAK, SKYOAK FINANCIAL, SKYOAK WEALTH, SKYOAK WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154248
- AdvisorCensus page: https://advisorcensus.com/firm/skyoak-capital-inc-las-vegas-nv-154248

## Quick answers

**How is Skyoak Capital, Inc. compensated?**
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.

**How much does Skyoak Capital, Inc. charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $300 to $600 an hour (Hourly Financial Planning or Consulting); Hourly rate: $600 an hour (Private Wealth Manager & Family Office Service); Flat fee: $27,500 a year (Private Wealth Manager & Family Office Service). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Skyoak Capital, Inc. located?**
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).

**Is Skyoak Capital, Inc. registered with the SEC or a state?**
Skyoak Capital, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 154248.

**How much does Skyoak Capital, Inc. manage?**
Skyoak Capital, Inc. reports $219,242,758 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (60% discretionary).

**How have Skyoak Capital, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Skyoak Capital, Inc. serve?**
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).

**Which custodians does Skyoak Capital, Inc. use?**
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.

**Does Skyoak Capital, Inc. report any disciplinary disclosures?**
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

**What changed in Skyoak Capital, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Hourly rate: $300 to $600 an hour (Hourly Financial Planning or Consulting)

> Hourly Financial Planning or Consulting $300-$600 / Hour

- Hourly rate: $600 an hour (Private Wealth Manager & Family Office Service)

> Hourly Fee $600/hour minimum

- Flat fee: $27,500 a year (Private Wealth Manager & Family Office Service)

> Fixed Annual Fee $27,500 minimum

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $219,242,758
- Discretionary: $132,143,957
- Non-discretionary: $87,098,801

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $42,162,951 |
| High net worth individuals | 45 | $147,819,843 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $28,575,660 |
| Charitable organizations | 2 | $500,565 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $183,739 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, NH, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Medford, OR
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- skyoak.com
- Facebook @SKYOAK
- LinkedIn @SKYOAK
- X @SKYOAK

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $142,183,054 | 8 | March 3, 2021 |
| October 2022 | $193,179,235 | 6 | March 28, 2022 |
| October 2023 | $170,862,603 | 6 | June 30, 2023 |
| October 2024 | $178,678,829 | 5 | June 28, 2024 |
| October 2025 | $196,298,536 | 5 | March 13, 2025 |
| October 2026 | $219,242,758 | 5 | March 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $196,298,536 to $219,242,758 (+12%).
- Registered or notice-filed in NE, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skyoak Capital, Inc. (CRD 154248): Form ADV filing data as of October 2026.