Wealth Manager
    SEC Registered

    West Oak Capital, LLC

    Registered investment advisor · Eagle, Idaho · CRD #128473

    Assets Under Management
    $526M
    Client Accounts
    336
    Employees
    8
    CRD Number
    128473
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About West Oak Capital, LLC

    West Oak Capital is an investment advisory firm serving affluent families and foundations, offering tailored investment strategies. Based in Denver, Colorado, it has branch offices across the U.S. and focuses on personalized portfolio management.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for West Oak Capital, LLC

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    Frequently Asked Questions

    What is West Oak Capital, LLC's AUM?

    West Oak Capital, LLC reports approximately $526M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is West Oak Capital, LLC headquartered?

    West Oak Capital, LLC is headquartered in Eagle, Idaho.

    What is West Oak Capital, LLC's CRD number?

    West Oak Capital, LLC's CRD number is 128473. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does West Oak Capital, LLC manage?

    West Oak Capital, LLC manages approximately 336 client accounts according to its latest SEC filing.

    Is West Oak Capital, LLC SEC registered?

    Yes, West Oak Capital, LLC is registered with the SEC as an investment adviser.

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