This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$262MItem 5.F on the latest filing (2026-07-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$262M

Private client RAUM

$262MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$65.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

397

Individual clients

3

High net worth clients

122

SEC number

801-124736

CIK

1824263

CRD

170325

Filings on the tape

26

First filed

Mar 24, 2022

Latest filed

Jul 13, 2026

Organised

Limited Liability Company, CA

• Occurred

  Mar 24, 2022
  First Form ADV filing

  Bull Oak Capital, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1f705f91-cbc3-23ea-fb8c-882ff3163b59

First observed

Mar 24, 2022

Last observed

Jul 13, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.