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West Oak Capital, LLC Employee Directory

Investment ManagementIdaho, United States2-10 Employees

West Oak Capital, LLC operates as an investment advisory firm based in Eagle, Idaho, serving affluent families and foundations. The firm uses an independent custodian to safeguard client assets and employs experienced portfolio managers who tailor holdings to each client’s preferences, liquidity needs, and estate plans. Its fee structure is asset-based and designed to be transparent, with an emphasis on reducing external fees, trading costs, and tax consequences that can affect performance.

Positioned within the investment management industry, West Oak emphasizes bespoke investment approaches and prudent cost management for its clients. The company is a small, Idaho-based practice serving a select client base.

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

West Oak Capital, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

West Oak Capital, LLC's Leadership

  • Stylized image of a person
    T. C.
    President And Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Senior Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Director Of Operations
    Phone icon
    Mobile Phone

West Oak Capital, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from West Oak Capital, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. C.
    Senior Partner
    Phone icon
    Mobile Phone
    Aug 05, 2024
  • Stylized image of a person
    T. C.
    President And Managing Partner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. W.
    Director Of Operations
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is West Oak Capital, LLC known for?

Minus sign iconPlus sign iconWest Oak Capital, LLC was founded in 2003 operates in the Investment Management industry; 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?

Minus sign iconPlus sign iconWest 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?

Minus sign iconPlus sign iconWest Oak Capital, LLC has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, West Oak Capital, LLC's key employees include:

  • President And Managing Partner: T. C.
  • Senior Partner: G. C.
  • Director Of Operations: D. W.

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