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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2015
- Office Locations
- 1
Office Locations
About OAK Peak Financial
Oak Peak Financial is a Menlo Park, CA RIA serving retail clients, including entrepreneurs, with wealth and financial planning (tax and estate planning, insurance, and investment planning) plus ongoing asset management and portfolio construction. The firm emphasizes active asset allocation and implements portfolios primarily with public funds and ETFs, custodying with firms such as Charles Schwab and using platforms like eMoney and Redtail.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KEVIN BAYARD MARTIN
Chief Compliance Officer, Principal
- CRD
- #6511099
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,929,583 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,929,583 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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