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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SKYOAK CAPITAL, INC.

CRD 154248

LAS VEGAS, NV

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:e22f641f-e8cb-b3cc-bce1-44b2b50a0fad

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 6
On other graphs: 0
Observed: Mar 22, 2012 to Mar 6, 2026
37 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: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $219MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $132M
Private client RAUM: $190MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 671
Individual clients: 191
High net worth clients: 45
SEC number: 801-118745
CRD: 154248
Filings on the tape: 37
First filed: Mar 22, 2012
Latest filed: Mar 6, 2026
Organised: Corporation, NV

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JENNIFER ANN DAVIS	Certified Financial Planner	LAS VEGAS, NV	1	32	5	no
DAMIEN DUKES RENNIE	n/a	MEDFORD, OR \| LAS VEGAS, NV	1	11	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LVSI LP	Hedge Fund	$9.3M	Jun 28, 2024	2	Dec 11, 2020	reported	n/a
FLAMINGO ALL WEATHER FUND LP	Hedge Fund	$5.0M	Jun 10, 2020	5	Nov 4, 2019	dropped	n/a
FLAMINGO ALL WEATHER FUND LTD	Hedge Fund	$1.0M	Jun 10, 2020	1	Jun 10, 2020	dropped	n/a
LVSI LTD	Hedge Fund	$0	Jan 20, 2023	0	Mar 3, 2021	dropped	n/a

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
BOYD, ELIZABETH, ANN	CHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	07/2020	Mar 28, 2022	Jun 28, 2024
DAVIS, JENNIFER, ANN	CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	E	yes	02/2010	Mar 22, 2012	Jun 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SKYOAK ASSET PROTECTION GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
SKYOAK PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	1	no
Medford	Or	United States	1	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
2025	Mar 6, 2026	$219M	$132M	5	3	2	n/a	n/a
2024	Mar 13, 2025	$196M	$113M	5	3	2	n/a	n/a
2023	Mar 22, 2024	$179M	$100M	5	3	2	1	$9.3M
2022	Mar 29, 2023	$171M	$96.9M	6	5	2	1	$0
2021	Mar 28, 2022	$193M	$126M	6	5	2	2	$0
2020	Mar 3, 2021	$142M	$86.4M	8	7	3	2	$0
2017	Feb 16, 2018	$127M	$71.5M	9	7	5	n/a	n/a
2016	Mar 14, 2017	$124M	$57.7M	9	9	n/a	n/a	n/a
2015	Mar 18, 2016	$120M	$67.7M	9	7	n/a	n/a	n/a
2011	Mar 29, 2012	$76.0M	$55.0M	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	1	-1	50.0%	0	0	0	2	1

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
2025	$219M	$196M	11.7%	$171M	8.7%	5	5	2	2

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
SKYOAK WEALTH	2	Mar 29, 2019	Feb 22, 2019	LAS VEGAS, NV	Team lift out	RIA to new firm	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SKYOAK WEALTH	3	Jul 1, 2020	Nov 5, 2024	SOUTHFIELD, MI	Team lift out	RIA to RIA	33.3%

Relationships

Registered with (7)

← DAMIEN DUKES RENNIEAdvisorregistration: previous registration
Apr 15, 2015 to Mar 29, 2019factForm ADV
← JENNIFER ANN DAVISAdvisorregistration: previous registration
Jul 8, 2010 to Mar 29, 2019factForm ADV
← JASON CHRISTOPHER STUHMERAdvisorregistration: previous registration
Jul 7, 2020 to Mar 4, 2026factForm ADV
← JORDAN BRADFORD PETERSONAdvisorregistration: previous registration
Jul 7, 2020 to Jul 13, 2022factForm ADV
← DONALD LYMAN WATSONAdvisorregistration: previous registration
Jul 29, 2010 to Feb 2, 2018factForm ADV
← ADAM B WRIGHTAdvisorregistration: previous registration
Feb 20, 2014 to Jun 30, 2015factForm ADV
← ANIKA ROSE HEDSTROMAdvisorregistration: previous registration
Jul 12, 2013 to Sep 29, 2014factForm ADV

Advises (4)

→ LVSI LPPrivate fundHedge Fund, IA
Dec 11, 2020 to presentfactForm ADV
→ LVSI LTDPrivate fundHedge Fund, IA, no longer reported
Mar 3, 2021 to Jan 20, 2023factForm ADV
→ FLAMINGO ALL WEATHER FUND LTDPrivate fundHedge Fund, IA, no longer reported
Jun 10, 2020 to Jun 10, 2020factForm ADV
→ FLAMINGO ALL WEATHER FUND LPPrivate fundHedge Fund, IA, no longer reported
Nov 4, 2019 to Jun 10, 2020factForm ADV

Moved with (2)

← SKYOAK WEALTHRegistered adviser3 advisors, team lift out, same day
Jul 1, 2020 to Nov 5, 2024factForm ADV
→ SKYOAK WEALTHRegistered adviser2 advisors, team lift out, same day
Mar 29, 2019 to Feb 22, 2019factForm ADV

Controls (2)

← DAVIS, JENNIFER, ANNOwnerCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, ownership code E, individual
Mar 22, 2012 to Jun 28, 2024factForm ADV
← BOYD, ELIZABETH, ANNOwnerCHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2022 to Jun 28, 2024factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
Jason Christopher Stuhmer left Skyoak Capital, Inc. for Soltis Investment Advisors, Llc (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Jul 13, 2022
Advisor changed firm
Jordan Bradford Peterson left Skyoak Capital, Inc. for Capital Advisors, Inc. (registered 2022-08-04)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Control person joined
Ann Elizabeth Boyd (Chief Operatng Officer, Chief Compliance Officer) appeared on Schedule A of Skyoak Capital, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 16, 2020
Control person left
Leroy Derek Davis (Chief Operations Officer) no longer on Schedule A of Skyoak Capital, Inc. (listed 2018-10-03, absent 2020-04-16)
Form ADVobserved 4 days ago
Occurred
Sep 20, 2018
Succession filed (Item 4)
Skyoak Wealth Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Apr 17, 2015
First Form ADV filing
Skyoak Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e22f641f-e8cb-b3cc-bce1-44b2b50a0fad
First observed: Mar 22, 2012
Last observed: Mar 6, 2026 6 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.

SKYOAK CAPITAL, INC.

CRD 154248

LAS VEGAS, NV

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:e22f641f-e8cb-b3cc-bce1-44b2b50a0fad

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JENNIFER ANN DAVIS

Certified Financial Planner

LAS VEGAS, NV

DAMIEN DUKES RENNIE

n/a

MEDFORD, OR | LAS VEGAS, NV

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LVSI LP

Hedge Fund

$9.3M

Jun 28, 2024

Dec 11, 2020

reported

n/a

FLAMINGO ALL WEATHER FUND LP

Hedge Fund

$5.0M

Jun 10, 2020

Nov 4, 2019

dropped

n/a

FLAMINGO ALL WEATHER FUND LTD

Hedge Fund

$1.0M

Jun 10, 2020

dropped

n/a

LVSI LTD

Hedge Fund

Jan 20, 2023

Mar 3, 2021

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYD, ELIZABETH, ANN

CHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER

yes

07/2020

Mar 28, 2022

Jun 28, 2024

DAVIS, JENNIFER, ANN

CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

yes

02/2010

Mar 22, 2012

Jun 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SKYOAK ASSET PROTECTION GROUP, LLC

n/a

yes

n/a

SKYOAK PARTNERS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

Medford

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$219M

$132M

n/a

2024

Mar 13, 2025

$196M

$113M

n/a

2023

Mar 22, 2024

$179M

$100M

$9.3M

2022

Mar 29, 2023

$171M

$96.9M

2021

Mar 28, 2022

$193M

$126M

2020

Mar 3, 2021

$142M

$86.4M

2017

Feb 16, 2018

$127M

$71.5M

n/a

2016

Mar 14, 2017

$124M

$57.7M

n/a

2015

Mar 18, 2016

$120M

$67.7M

n/a

2011

Mar 29, 2012

$76.0M

$55.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$219M

$196M

11.7%

$171M

8.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SKYOAK WEALTH

Mar 29, 2019

Feb 22, 2019

LAS VEGAS, NV

Team lift out

RIA to new firm

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SKYOAK WEALTH

Jul 1, 2020

Nov 5, 2024

SOUTHFIELD, MI

Team lift out

RIA to RIA

33.3%