Skyoak Capital, Inc.

**SkyOak Capital, Inc. Summary:** **Background & Expertise:** SkyOak Capital, Inc. is an SEC-registered investment advisor offering Private Wealth Management, Asset Management, and Corporate Retirement Services. Founded in 2010, the firm is headquartered in Las Vegas, Nevada, with additional locations in Medford, Oregon, and San Francisco, California. Services include investment management, financial planning, consulting, and family office services. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Not specified. - **Fee Structure:** Annual investment management fee based on a percentage of assets under management, with a minimum annual fee of $2,400. Financial planning and consulting fees range from $300 to $600 per hour. - **Fiduciary:** SkyOak acts as a fiduciary, putting clients' needs ahead of its own. - **Investment Discretion:** Clients grant SkyOak discretionary authority to manage their accounts, including decision-making on securities transactions. - **Investment Philosophy:** Customized investment solutions aligned with clients' values, interests, and goals. Emphasis on risk management and seeking best execution for transactions. - **Investment Strategies:** Asset allocation, investment selection, and portfolio construction based on client-specific factors. **Advisory Business Description:** SkyOak offers a range of investment and planning solutions for individuals, families, corporations, private funds, retirement funds, endowments, and foundations. Services include investment management, financial planning, consulting, and family office services tailored to each client's financial circumstances, goals, and risk profiles. This summary is based on the information provided in SkyOak Capital, Inc.'s Client Disclosure Brochure Form ADV, Part 2A as of December 31, 2022. For further details, clients are encouraged to refer to the full brochure or contact SkyOak directly.