Jason Christopher Stuhmer

Skyoak Capital, INC.

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Skyoak Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

264 clients

Average Client Portfolio

$744K average

Assets Under Management

$196.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.5M	1.00%
$2.5M - $10.0M	0.80%
$10M+	0.65%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,400

Location

6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV, 89119

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History

Regulatory History (1)

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Judgment / Lien

May 2025

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jason serves on the Board of Trustees and Financial Management Committee for Nasri Academy for Gifted Children, dedicating minimal time to meetings and fund allocation. Jason is also an insurance agent with SkyOak Asset Protection Group LLC, spending a few hours per week on this activity.

Employment History

Current Registrations

Skyoak Capital, INC.

July 2020 - Present · 5 yrs 7 mos

Previous Registrations

Skyoak Wealth

February 2020 - July 2020 · 5 mos

Country Capital Management CompanyBroker

August 2015 - September 2019 · 4 yrs 1 mo

State Registrations2 states

CANV

Advisor

Exams

No exam information available for this advisor.