About Skyoak Capital, Inc.
SkyOak Capital, Inc. is a registered investment advisor (RIA) and financial planning firm headquartered in Las Vegas, Nevada. Founded in 2018, SkyOak Capital offers a comprehensive suite of financial services tailored to both individual and corporate clients. The firm operates under a fiduciary standard, ensuring that client interests are always placed first. Services include private wealth management, encompassing investment management, financial planning and consulting, family office services, and asset protection. For corporate clients, SkyOak Capital provides risk mitigation, commercial insurance, and retirement plan advisory services, including plan design and advisory. The company also specializes in tactical and alternative asset management through its RAAMPS® program, utilizing AI-driven algorithmic signaling for risk-averse strategies. SkyOak Capital serves clients across multiple locations, including Las Vegas, Nevada, and offices in Oregon and California. Their commitment to integrity, transparency, and client-centricity, combined with a team of experienced professionals holding designations such as CFP® and CFF®, positions SkyOak Capital as a trusted partner in achieving financial goals.
Website: https://skyoak.com/
Founded: 2018
Office Locations
- Las Vegas, NV (Headquarters)
- Medford, OR
- San Francisco, CA
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1 | SKYOAK CAPITAL, INC., NV | $1M | 217 |
Team Members
- Jennifer Davis, Managing Member, CEO, Founder, CFP®