← Tributary

SKYOAK CAPITAL, INC.

LAS VEGAS, NV · CRD 154248 · IAPD ↗ · 800-971-8070

$219.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — SKYOAK CAPITAL, INC. notice-filed in NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — SKYOAK CAPITAL, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — SKYOAK CAPITAL, INC. shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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