West Oak Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm provides separate account management for equity, balanced and fixed income portfolios. West Oak Capital focuses on constructing a disciplined investment program to help clients meet their specific financial goals.

West Oak Capital, LLC

West Oak Capital, LLC | 35 followers on LinkedIn. West Oak Capital, LLC is an investment advisory firm serving affluent families and foundations.  We use an independent custodian for safekeeping of client assets.  Our experienced Portfolio Managers are able to tailor holdings to suit each client&#39;s specific preferences, cash needs and estate plans.

President of West Oak Capital, LLC

Byron Snider, CFA

Portfolio Manager at West Oak Capital, LLC. CFA Level 1 Candidate, San Diego State University Alumni

Jonathan Howard

Partner at West Oak Capital, LLC

Lisa S.

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public peers	general	Nov 6, 2024 3:29 PM	2c82bcfa
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funding rounds analysis	company_analysis	Nov 6, 2024 3:29 PM	4a6069c8
company structure	company_analysis
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private financials	financials
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West Oak Capital, LLC