RIA Intel›Advisers›Idaho›WEST OAK CAPITAL, LLC

WEST OAK CAPITAL, LLC

Advisory

N·EAGLE, ID

Data as of Feb 6, 2024 · Source: SEC Form ADV

Total AUM

$526M

1-Year AUM Growth

+9.0%

3-Year CAGR

+5.1%

Employees

4

Assets Under Management

Total AUM$526M

Discretionary AUM$522M

Non-Discretionary AUM$4M

Discretionary %99.3%

Total Clients129

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingSep 11, 2003

Latest FilingFeb 6, 2024

🔒 Full AUM trend chart and 44 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEST OAK CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.