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- Custodian
- Altruist · Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 30, 2025 and July 13, 2026, reported AUM increased 33.4%, from $196.2M to $261.6M.
Across 5 reported observations, AUM increased 125.1% between October 13, 2022 and July 13, 2026, from $116.2M to $261.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 125 clients, or 31.3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
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- Technology
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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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Dana Morgera
--
- CRD
- #8311019
MICHAEL THOMAS STONER
Associate Advisor
- CRD
- #7867144
Showing 2 of 5 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
SMA allocation detail is available
Bull OAK Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Bull OAK Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.