West Oak Capital, LLC Employee Directory

Q: What is West Oak Capital, LLC known for?

West Oak Capital, LLC was founded in 2003. West Oak Capital, LLC operates in the Investment Management industry.

Q: How many employees does West Oak Capital, LLC have currently?

West Oak Capital, LLC has approximately 6 employees.

Investment ManagementIdaho, United States2-10 Employees

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's specific preferences, cash needs and estate plans.  Our asset-based fees are clear and straightforward, and we work to reduce the outside fees, transaction costs and tax consequences that could otherwise erode account performance over time.  We are dedicated to helping clients become better investors.

Find West Oak Capital, LLC employees' phone numbers or email addresses

West Oak Capital, LLC Global Highlights

North America
7

United States Of America
7

West Oak Capital, LLC's Leadership

T. C.
President And Managing Partner
Mobile Phone
Email
L. S.
Partner
Mobile Phone
Email
G. C.
Senior Partner
Mobile Phone
Email
D. W.
Director Of Operations
Mobile Phone
Email
M. H.
Operations Manager
Mobile Phone
Email

Contact profiles from West Oak Capital, LLC

Name

Title

Contact Info

Location

Last Update

L. S.
Partner
Mobile Phone
Email
United StatesIdaho
Sep 08, 2025
G. C.
Senior Partner
Mobile Phone
Email
Aug 19, 2024
T. C.
President And Managing Partner
Mobile Phone
Email
Oct 17, 2024
D. W.
Director Of Operations
Mobile Phone
Email
Oct 17, 2024
M. H.
Operations Manager
Mobile Phone
Email
United StatesColorado
Oct 17, 2024

Frequently Asked Questions

What is West Oak Capital, LLC known for?

West Oak Capital, LLC was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in 1028 South Bridgeway Place, Suite 120b; you can contact the main corporate office by phone at

+1-805-230-****

. Explore West Oak Capital, LLC's company overview page for more information.

What is West Oak Capital, LLC's most common email format?

West Oak Capital, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more West Oak Capital, LLC email formats with LeadIQ.

How many employees does West Oak Capital, LLC have currently?

West Oak Capital, LLC has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are West Oak Capital, LLC's key employees and leadership?

As of December 2025, West Oak Capital, LLC's key employees include:

President And Managing Partner: T. C.
Partner: L. S.
Senior Partner: G. C.
Director Of Operations: D. W.
Operations Manager: M. H.

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