Form ADV and Regulatory Documents

SkyOak Capital, Inc. is a Nevada corporation registered with the U.S. Securities and Exchange Commission as an investment advisor, CRD 154248. The documents below are the firm’s current regulatory filings. They are updated at least annually, most recently on the dates shown, and superseded versions are removed from this site. Copies are also available by calling (800) 971-8070 or from the SEC’s Investment Adviser Public Disclosure site.

Form ADV
SkyOak Capital on the SEC’s Investment Adviser Public Disclosure site: IAPD
Privacy Policy
Disclosures and disclaimers

Questions about any document can be directed to Beth Boyd, Chief Compliance Officer, at (702) 448-7474.

SkyOak Capital, Inc.

An independent, fee-based fiduciary registered investment advisor for families and business owners in Nevada, Oregon and California.

(800) 971-8070

Las Vegas6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV 89119 • (702) 448-7474
MEDFORD920 Town Centre Drive, Medford, OR 97504 • (541) 779-4446
San Francisco50 California St, Suite 1500, San Francisco, CA 94111 • (800) 971-8070

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SkyOak Capital is a registered investment advisor. Advisory services are only offered to clients or prospective clients where SkyOak Capital and its representatives are properly licensed or exempt from licensure. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.