Updated November 20, 2023
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SkyOak Capital, Inc.

Investment Advisor Firm
Total assets under management$171M
Years in business14+

About SkyOak Capital, Inc.

SkyOak Capital, Inc. is a financial advisory company that operates in the Las Vegas, San Francisco Bay Area, Scottsdale, and the Pacific Northwest regions. The team at SkyOak consists of independent fiduciary financial advisors who are Certified Financial Planners (CFPs), possess Master of Business Administration degrees (MBAs), and act as fiduciaries. They are also registered as an investment advisor (RIA).

Being independent allows SkyOak to find the best investment options for their clients without affiliating with parent companies. Their focus in Las Vegas is helping individuals manage their assets to positively impact other people's lives. As an employee-owned firm, they have no association with any larger corporate entity.

SkyOak provides consultative investment and wealth management services for high-net-worth individuals and their families. They also offer retirement plans and institutional consulting services. The firm is led by Jennifer A. Davis, a CFP with more than 30 years of experience in the wealth management industry.

The company operates through several divisions, each managed by specialists who focus solely on their area of expertise. However, all divisions work together to provide clients with customized financial plans and solutions to help them achieve their goals.

As an RIA, SkyOak is bound to serve as fiduciaries for their clients, meaning they must prioritize the client's interests above their own. This commitment to the fiduciary standard ensures unbiased investment advice. To that end, SkyOak's primary focus is protecting client assets by mitigating risk while providing returns that allow for a comfortable retirement and an ability to pursue passions. The company prides itself on its attentive listening skills, consultative approach, and genuine care for clients' financial well-being.

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Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Investment Services
  5. Wealth-Management Services
  6. Retirement-Plan Consulting

More about SkyOak Capital, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1542485

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings