SkyOak Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$189,982,794
Clients
236
Advisors
2
of 5 employees
About
SkyOak Capital serves individuals and high‑net‑worth clients as well as families, corporations, retirement plan sponsors, pooled investment vehicles, endowments and foundations. The firm offers private wealth management, investment and asset management, family office services, corporate retirement plan advisory (including ERISA fiduciary services), self‑directed IRA liaison services, and advice related to private funds and alternative investments.
SkyOak’s investment process emphasizes asset allocation across broad goals (growth, preservation, inflation protection), manager selection and portfolio construction, using a core‑satellite mix of separately managed accounts, mutual funds, ETFs and limited partnerships. The firm uses active management and ongoing due diligence, and subscribes to multiple algorithmic/technical model strategies (RAAMPS) to generate buy/sell signals that inform discretionary rebalancing and trading.
Noteworthy differences from many peers include explicit portfolio management for non‑custodial private funds and pooled vehicles with special valuation and fee adjustment procedures, and the firm’s practice of recommending or investing in managers or funds that may charge performance‑based fees. The firm also has an affiliated insurance agency through which advisors are licensed to place insurance products (creating commission conflicts of interest), maintains a contractual relationship with an algorithmic model provider that has an ownership tie to the firm, and offers retirement plan education and other client education services that some peers do not.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Initial Plan: $1,500 - $10,000; Private Wealth Manager & Family Office fixed annual fee minimum $27,500.
$0 - $1,000,000: 1.25% (Investment Management Services) $1,000,000 - $2,500,000: 1.00% (Investment Management Services) $2,500,000 - $10,000,000: 0.80% (Investment Management Services) $10,000,000+: 0.65% (Investment Management Services) $0 - $1,000,000: 0.50% (Self-Directed IRA Services) $1,000,000 - $2,000,000: 0.40% (Self-Directed IRA Services) $2,000,000+: Negotiated (Self-Directed IRA Services) $0 - $1,000,000: 1.25% (Corporate Retirement Plans) $1,000,000 - $5,000,000: 1.00% (Corporate Retirement Plans) $5,000,000 - $10,000,000: 0.75% (Corporate Retirement Plans) $10,000,000 - $20,000,000: 0.50% (Corporate Retirement Plans) $20,000,000+: Negotiable (Corporate Retirement Plans)
Commissions earned from insurance products sold through affiliated insurance agency (SOAPG).
Financial Planning or Consulting: $300-$600 per hour; Private Wealth Manager & Family Office Services: $600/hour minimum.
Performance-based fees may be charged by certain recommended investment managers and private funds.
Minimum fee: $2,400 minimum annual fee for Investment Management Services; $800 minimum fee for Self-Directed IRA Services; $5,000 minimum fee for Corporate Retirement Plan Services; $27,500 minimum fee for Private Wealth Manager & Family Office Services Fee-only: Investment Management, Financial Planning, Private Wealth Manager & Family Office services offered on fee-only basis.
Main office
6671 Las Vegas Blvd S, Suite 210
Las Vegas NV 89119
Advisors at this office
2
Most active in
California · Nebraska · Nevada · New Hampshire · Oregon · Texas · Washington
Also doing business as
Oak Tree Asset Management · Oak Tree Asset Management, Inc. · Skyoak · Skyoak Advisors · Skyoak Capital, Inc. · Skyoak Financial · Skyoak Wealth · Skyoak Wealth Management · Skyoak Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jennifer D
CFP®, Series 63, Series 65
Las Vegas, NV
SkyOak Capital, Inc.
Jennifer Davis is a CFP® professional with 32 years of industry experience, currently serving as an advisor at SkyOak Capital, Inc. in Las Vegas, NV. Her prior roles include positions at Merrill and Citigroup Global Markets. She is also the owner of an independent insurance agency, SkyOak Asset Protection Group LLC. SkyOak Capital serves individuals, high-net-worth clients, families, corporations, retirement plan sponsors, pooled investment vehicles, endowments, and foundations. The firm’s investment approach combines active management, disciplined asset allocation, and algorithmic model strategies to guide discretionary rebalancing and trading across a diverse range of asset types and client structures.
Damien R
Series 65
Las Vegas, NV
SkyOak Capital, Inc.
Damien Rennie is a financial advisor at SkyOak Capital, Inc. in Medford, OR, holding a Series 65 designation with 10 years of industry experience. He has been with SkyOak Wealth Management and its related entities since 2015. Outside of his advisory role, Rennie founded the nonprofit Gamble-For-Good and serves as treasurer on the board of the Family Nurturing Center; he also owns and operates the Medford Poker Club, where he trains dealers and manages club operations. SkyOak Capital serves individuals, high-net-worth clients, families, corporations, retirement plan sponsors, and various institutional entities. The firm emphasizes asset allocation, manager selection, and portfolio construction using a core-satellite approach with active management and algorithmic strategies, and offers specialized services including private wealth management, family office, and corporate retirement plan advisory.
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