Fiduciary Investment Management & Financial Planning
Independent Financial Advice. Personalized for You.
SkyOak Capital is an independent, woman-owned registered investment advisory firm serving as a fiduciary to our advisory clients. Founded in 2010, SkyOak has offices in Las Vegas, Medford and the San Francisco Bay Area and serves individuals, families and businesses nationwide and internationally.
- 35+ Years of Wealth Management Experience | CFP®
- Comprehensive Wealth, Retirement, Tax, Estate & Insurance Planning
- Internally Managed Investment Strategies
Schedule a Conversation
Free, 30 minutes, no obligation. Tell us about where you are and where you want to go.
We will call you back within one business day.
What SkyOak Capital Does
Our advisors bring together investment management, financial planning and specialized expertise based on each client’s needs and goals.
Private Wealth Management
Investment management, financial planning and family office services tailored to your financial life.
Retirement, Tax, Estate & Insurance Planning
Integrated planning for retirement, taxes, estate and legacy goals, and insurance needs.
Employer Retirement Plans
401(k), profit sharing, cash balance and other retirement plan advisory and fiduciary services.
Self-Directed IRA Services & Administration
Guidance and administrative support for real estate, private investments and other alternative assets.
Managed Investment Strategies
Internally managed stock, ETF, tactical and income-focused investment strategies.
Who we are
Independent Since 2010, and staying that way
After spending approximately 20 years with major financial firms in Silicon Valley, including Smith Barney and Merrill Lynch, Jennifer Davis, CFP®, founded SkyOak Capital in Palo Alto in 2010. Her goal was to create an independent advisory firm where investment management and financial planning could be centered around the individual client rather than the structure of a large financial institution.
Today, SkyOak is headquartered in Las Vegas, with offices in Medford, Oregon, and the San Francisco Bay Area. Although the firm has grown and its services have expanded, our approach remains personal. Clients work directly with experienced advisors who understand their financial lives and remain involved as their needs change.
As an independent registered investment advisory firm, SkyOak serves as a fiduciary when providing investment advisory services and is required to act in our clients’ best interests.
Who We Work With
- Individuals and families building, managing or preserving wealth.
- Individuals approaching or living in retirement who need investment, income and financial planning.
- Families in transition due to a business sale, inheritance, divorce, loss of a spouse or other major life event.
- Business owners and employers who need retirement plan design, investment oversight and fiduciary services.
- Families with complex financial needs requiring family office, estate, tax, insurance or alternative investment strategies.
Meet the SkyOak Capital Team
Three Offices. One Firm.
SkyOak serves clients locally, nationwide and internationally. Meet with us in person at one of our three offices or by phone or video conference.
Las Vegas, Nevada Headquarters
6671 Las Vegas Blvd S, Suite 210
Las Vegas, NV 89119
(702) 448-7474
Serving Las Vegas, Henderson, Summerlin, North Las Vegas and communities throughout Southern Nevada.
Medford, Oregon
920 Town Centre Drive
Medford, OR 97504
Serving Medford, Ashland, Central Point, Jacksonville, Grants Pass and communities throughout Southern Oregon and the Rogue Valley.
San Francisco, California
50 California St, Suite 1500
San Francisco, CA 94111
Serving San Francisco, Silicon Valley, South Bay, Marin, the East Bay and communicates throughout the greater Bay Area.
FAQs
Frequently Asked Questions
Is SkyOak Capital a fiduciary?
Yes. SkyOak Capital is a registered investment advisory firm. When providing investment advisory services, we serve as a fiduciary and are required to act in our clients’ best interests.
How does SkyOak Capital get paid?
SkyOak Capital is a fee-based registered investment advisory firm. SkyOak’s fees depend on the services provided and may be based on a percentage of assets managed, an hourly rate or a fixed fee. We do not have a set minimum account size, although investment management relationships are subject to a minimum annual fee. Certain insurance products may provide commission-based compensation. All fees and compensation are disclosed before you become a client.
Who does SkyOak Capital work with?
SkyOak works with individuals, families, business owners and employers across a wide range of financial circumstances. We also provide specialized services for clients with more complex planning, family office, alternative investment and Self-Directed IRA needs.
Do I need to live near a SkyOak office to become a client?
No. SkyOak works with clients nationwide and internationally. Meetings can be held by phone or video, as well as in person at our Las Vegas, Medford and San Francisco Bay Area offices.
Is there a fee to meet with a SkyOak advisor?
No. Your initial 30-minute conversation with a SkyOak advisor is complimentary, with no obligation to become a client.
Who founded SkyOak Capital?
Jennifer Davis, CFP®, founded SkyOak Capital in Palo Alto, California, in 2010 after spending approximately 20 years with major financial firms, including, Smith Barney and Merrill Lynch in Silicon Valley. She has more than 35 years of wealth management experience and continues to lead the firm as Founder, CEO and Private Wealth Advisor.
Start With a Conversation
If you are looking for investment management, financial planning or guidance with a specific financial need, we welcome the opportunity to learn more about how we may be able to help.
Your initial 30-minute conversation is complimentary, with no obligation.