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WEST OAK CAPITAL, LLC

EAGLE, ID · CRD 128473 · IAPD ↗ · westoakcap.com · 208-722-2280

$525.6MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — WEST OAK CAPITAL, LLC (EAGLE, ID) left the SEC roster (was $525.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — WEST OAK CAPITAL, LLC crossed $500M in regulatory AUM ($439.9M -> $525.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.