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BULL OAK CAPITAL, LLC

RANCHO SANTA FE, CA · CRD 170325 · IAPD ↗ · (858) 999-3550

$261.6MRegulatory AUM
4Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BULL OAK CAPITAL, LLC reported RAUM up 33% ($196.2M -> $261.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — BULL OAK CAPITAL, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
July 2024 — BULL OAK CAPITAL, LLC moved its main office from SAN DIEGO, CA to RANCHO SANTA FE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
February 2024 — BULL OAK CAPITAL, LLC changed its website from bulloakcapital.com to bulloak.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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