Bull Oak Capital, LLC

$261.6MAssets under management
as of Jul 2026 · SEC Form ADV
Rancho Santa Fe, CA
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No one at Bull Oak Capital, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Altruist
Per Form ADV · $144M held · filed Jun 2024