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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

WEST OAK CAPITAL, LLC

CRD 128473

EAGLE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a6a74b68-1e83-f5ee-607b-1febcfc4e5df

Data as of Sep 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Feb 8, 2012 to Sep 11, 2025
25 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $526MItem 5.F on the latest filing (2025-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $522M
Private client RAUM: $471MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 336
Individual clients: 40
High net worth clients: 85
Custody, client assets: $242M
SEC number: 801-62367
CRD: 128473
Filings on the tape: 25
First filed: Feb 8, 2012
Latest filed: Sep 11, 2025
Organised: Limited Liability Company, ID
Website: westoakcap.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLEBANOFF, GERALD, IRA	TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004	Na	yes	03/2004	Feb 8, 2012	Feb 6, 2024
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004	Member	Na	yes	05/2006	Mar 12, 2015	Feb 6, 2024
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001	Member	E	yes	08/2003	Mar 12, 2015	Feb 6, 2024
SNIDER, BYRON, BRAND	PRESIDENT & CCO	Na	yes	08/2003	Feb 8, 2012	Feb 6, 2024
SNIDER, LISA, TYLER	Partner	Na	yes	08/2003	Feb 8, 2012	Feb 6, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WESTLAKE VILLAGE	CA	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 17, 2025	$526M	$522M	8	4	1	n/a	n/a
2023	Feb 6, 2024	$440M	$383M	8	4	1	n/a	n/a
2022	Mar 8, 2023	$403M	$356M	8	4	1	n/a	n/a
2021	Feb 28, 2022	$450M	$401M	8	4	1	n/a	n/a
2020	Mar 2, 2021	$380M	$345M	7	4	0	n/a	n/a
2019	Mar 11, 2020	$349M	$317M	8	5	0	n/a	n/a
2018	Mar 8, 2019	$300M	$274M	7	4	0	n/a	n/a
2017	Feb 28, 2018	$337M	$302M	7	4	0	n/a	n/a
2016	Mar 2, 2017	$297M	$267M	6	4	n/a	n/a	n/a
2015	Mar 14, 2016	$269M	$245M	4	2	n/a	n/a	n/a
2014	Mar 12, 2015	$283M	$255M	5	2	n/a	n/a	n/a
2013	Feb 4, 2014	$281M	$247M	4	2	n/a	n/a	n/a
2012	Feb 4, 2013	$241M	$206M	4	2	n/a	n/a	n/a
2011	Feb 8, 2012	$224M	$193M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$526M	$440M	19.5%	$450M	5.3%	8	8	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Dec 9, 2025	Sep 16, 2025	EAGLE, ID	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (5)

← BYRON BRAND SNIDERAdvisorregistration: previous registration
May 31, 2005 to Dec 9, 2025factForm ADV
← GERALD IRA CLEBANOFFAdvisorregistration: previous registration
May 2, 2006 to Dec 9, 2025factForm ADV
← Jonathan Thomas HowardAdvisorregistration: previous registration
Jul 10, 2019 to Dec 9, 2025factForm ADV
← Ian Barrett Travanti BrownAdvisorregistration: previous registration
Aug 31, 2016 to Apr 18, 2018factForm ADV
← TODD JOSEPH WALKLETTAdvisorregistration: previous registration
May 31, 2005 to Jul 18, 2007factForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Dec 9, 2025 to Sep 16, 2025factForm ADV

Controls (5)

← SNIDER, BYRON, BRANDOwnerPRESIDENT & CCO, ownership code NA, individual
Feb 8, 2012 to Feb 6, 2024factForm ADV
← CLEBANOFF, GERALD, IRAOwnerTRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004, ownership code NA, individual
Feb 8, 2012 to Feb 6, 2024factForm ADV
← SNIDER, LISA, TYLEROwnerPARTNER, ownership code NA, individual
Feb 8, 2012 to Feb 6, 2024factForm ADV
← GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004OwnerMEMBER, ownership code NA, domestic entity
Mar 12, 2015 to Feb 6, 2024factForm ADV
← SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001OwnerMEMBER, ownership code E, domestic entity
Mar 12, 2015 to Feb 6, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 9, 2025
Team lift-out
2 advisors left West Oak Capital, LLC (Eagle, ID) for Mercer Global Advisors Inc. on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Dec 9, 2025
Advisor changed firm
Jonathan Thomas Howard left West Oak Capital, Llc for Mercer Global Advisors Inc. (registered 2025-09-16)
Form ADVobserved 4 days ago
Occurred
Dec 9, 2025
Advisor changed firm
Gerald Ira Clebanoff left West Oak Capital, Llc for Mercer Global Advisors Inc. (registered 2025-09-15)
Form ADVobserved 4 days ago
Occurred
Dec 9, 2025
Advisor changed firm
Byron Brand Snider left West Oak Capital, Llc for Mercer Global Advisors Inc. (registered 2025-09-12)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
West Oak Capital, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $525.6M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6a74b68-1e83-f5ee-607b-1febcfc4e5df
First observed: Feb 8, 2012
Last observed: Sep 11, 2025 12 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.

WEST OAK CAPITAL, LLC

CRD 128473

EAGLE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a6a74b68-1e83-f5ee-607b-1febcfc4e5df

Data as of Sep 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLEBANOFF, GERALD, IRA

TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004

yes

03/2004

Feb 8, 2012

Feb 6, 2024

GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004

Member

yes

05/2006

Mar 12, 2015

Feb 6, 2024

SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001

Member

yes

08/2003

Mar 12, 2015

Feb 6, 2024

SNIDER, BYRON, BRAND

PRESIDENT & CCO

yes

08/2003

Feb 8, 2012

Feb 6, 2024

SNIDER, LISA, TYLER

Partner

yes

08/2003

Feb 8, 2012

Feb 6, 2024

City

State

Country

Employees

Also broker-dealer

WESTLAKE VILLAGE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 17, 2025

$526M

$522M

n/a

2023

Feb 6, 2024

$440M

$383M

n/a

2022

Mar 8, 2023

$403M

$356M

n/a

2021

Feb 28, 2022

$450M

$401M

n/a

2020

Mar 2, 2021

$380M

$345M

n/a

2019

Mar 11, 2020

$349M

$317M

n/a

2018

Mar 8, 2019

$300M

$274M

n/a

2017

Feb 28, 2018

$337M

$302M

n/a

2016

Mar 2, 2017

$297M

$267M

n/a

2015

Mar 14, 2016

$269M

$245M

n/a

2014

Mar 12, 2015

$283M

$255M

n/a

2013

Feb 4, 2014

$281M

$247M

n/a

2012

Feb 4, 2013

$241M

$206M

n/a

2011

Feb 8, 2012

$224M

$193M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$526M

$440M

19.5%

$450M

5.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Dec 9, 2025

Sep 16, 2025

EAGLE, ID

Team lift out

RIA to RIA

66.7%