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SkyOak Capital, Inc.

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Client assets under management

$189,982,794

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Clients

236

19% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

118

Very High

Average account size

$805,012

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Active portfolio management Private / alternative investments Family Business

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning Initial Plan: $1,500 - $10,000; Private Wealth Manager & Family Office fixed annual fee minimum $27,500.

Percentage

$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

Commissions earned from insurance products sold through affiliated insurance agency (SOAPG).

Project-based

Financial Planning or Consulting: $300-$600 per hour; Private Wealth Manager & Family Office Services: $600/hour minimum.

Performance-based

Performance-based fees may be charged by certain recommended investment managers and private funds.

Other

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 location

SkyOak Capital, Inc.

6671 Las Vegas Blvd S, Suite 210

Las Vegas NV 89119, United States

Number of offices

3

Most active in

More info

California · Nebraska · Nevada · New Hampshire · Oregon · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 800-971-8070

Advisors at this firm

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user avatar

Jennifer D

CFP®, Series 63, Series 65

Las Vegas, NV

SkyOak Capital, Inc.

Jennifer Davis is a CFP® professional with over 31 years of experience in the financial services industry. She is currently with SkyOak Capital, Inc., where she has worked since 2020, and has held various roles at affiliated firms since 2010. In addition to her advisory work, she owns and operates an independent insurance agency, SkyOak Asset Protection Group LLC, specializing in fixed and life insurance. SkyOak Capital serves a diverse client base including individuals, high-net-worth clients, families, corporations, and institutional investors. The firm employs an investment process focused on asset allocation, manager selection, and portfolio construction, utilizing active management and algorithmic strategies to support discretionary trading and rebalancing.

Wealth management Active portfolio management Private / alternative investments Family Business Executive Founder/Business Owner
user avatar

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.

Wealth management Active portfolio management Private / alternative investments Family Business Executive Founder/Business Owner
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