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- Custodian
- Altruist · Charles Schwab & Company · Merrill Lynch · Morgan Stanley · Truist Bank
- Clients
- Retail
- Platforms
- VertexWave alpha +more
- Established Date
- 03-20-2014
- Office Locations
- 1
Office Locations
About Bull OAK Capital, LLC
Bull Oak Capital is an independent, fiduciary RIA based in San Diego serving clients nationally. The firm focuses on high-income professionals pursuing early retirement, pairing personalized, data-driven financial planning with pragmatic investment management. Services include retirement and cash-flow planning, tax strategy plus CPA tax prep and filing, tax-loss harvesting and tax-efficient withdrawal planning, estate/charitable planning, and executive compensation guidance—delivered with no commissions or product sales.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
RYAN ANTHONY HUGHES
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5430536
- Ownership
- 75% or more
Peter Stuart Campbell
Advisor, Managing Member
- CRD
- #6852999
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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MICHAEL THOMAS STONER
Associate Advisor
- CRD
- #7867144
Colin Summers
--
- CRD
- #8143742
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,648,815 | $659,065 |
| Non-Discretionary | $0 | -- |
| Total | $261,648,815 | $659,065 |
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Separately Managed Accounts
Total SMA Asset: $261,648,815
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $342,825,921 | 34.9% |
| Equity - Exchange | $200,391,083 | 20.4% |
| Cash | $195,479,536 | 19.9% |
| Equity - OTC | $243,612,688 | 24.8% |
| Total | $982,309,228 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL HARBOR | QUANTUM ATLAS | O6JY57L9Z | IDTG | 10.25% | $53,020,044 |
| FRONTIER PIONEER | WAVE LEGACY | YHIFN6YZH | FOKAX | 8.65% | $49,163,178 |
| SIGNAL PRIME | BEACON FRONTIER | BIUR3SM1Q | ANVQI | 8.03% | $39,320,227 |
| VITAL RADIAL NORTH | SIGNAL EAGLE | LG1NGW22A | MXXV | 10.67% | $86,881,261 |
| NORTH MERIDIAN MOMENTUM | CREST GLACIER | W6H3NJ9P7 | PSBNZ | 10.39% | $48,449,239 |
| PRIME ATLAS HARBOR | OPTIMA VECTOR | LXM2OLSPD | JIPK | 6.09% | $35,420,671 |
| TIMBER ALPHA | ELEMENT QUANTUM | B6CNSNKIT | NGI | 12.47% | $86,808,070 |
| MOMENTUM ELEMENT | FRONTIER EAGLE | QCBE2WCO8 | SSX | 11.93% | $17,388,388 |