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Ryan Anthony Hughes

Bull OAK Capital, LLC

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About Ryan Anthony Hughes

Ryan Hughes is a financial advisor with Bull Oak Capital, LLC. Ryan has been in the financial services industry for over 14 years. Ryan has a broad range of experience in the financial services industry. Ryan has worked with several firms including Charles Schwab & Co., Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan is registered to provide investment advisory services in California and Texas. Ryan holds the Series 66, Series 7, and Series 31 licenses.

Firm Information

Ryan Hughes is currently registered with Bull OAK Capital, LLC. Bull OAK Capital, LLC is an investment advisor based in Rancho Santa Fe, California. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Bull OAK Capital, LLC has approximately $157.1 million in regulatory assets under management.
Bull OAK Capital, LLC

16236 SAN DIEGUITO RD.

RANCHO SANTA FE, CA 92067-5752

$157.11M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Hughes’s Registration & Firm History

CA

08/27/2021 - Present

Bull OAK Capital, LLC (RANCHO SANTA FE CA)

CA

05/04/2010 - 07/02/2012

CHARLES SCHWAB & CO., INC. (WOODLAND HILLS CA)

CA

06/01/2009 - 04/26/2010

MORGAN STANLEY SMITH BARNEY (VALENCIA CA)

CA

10/27/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (VALENCIA CA)

CA

04/11/2008 - 10/21/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)

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Licenses & Designations

BOTH

Issued 05/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 04/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Anthony Hughes.
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