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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-08-2010
- Office Locations
- 2
Office Locations
About Skyoak Capital, Inc.
SkyOak Capital is an independent, fiduciary advisory firm serving Southern Nevada (with an office in Medford, OR). It provides private wealth management including investment management, comprehensive financial planning, and ongoing consultation, and offers corporate services for risk mitigation, commercial insurance, and retirement plan advisory. The firm emphasizes tactical and alternative strategies, including an AI-driven RAAMPS signaling program that shifts to cash during market corrections.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JENNIFER ANN DAVIS
Chief Executive Officer, Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #2481766
- Ownership
- 75% or more
ELIZABETH ANN BOYD
Chief Compliance Officer, CHIEF OPERATING OFFICER, Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAMIEN DUKES RENNIE
Supervisor
- CRD
- #6452558
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,143,957 | $269,132 |
| Non-Discretionary | $87,098,801 | $483,882 |
| Total | $219,242,758 | $326,740 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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