Bull Oak Capital Revenue, Growth & Competitor Profile

DBA BULL OAK CAPITAL, LLC

Company Profile & Annual Report for Bull Oak Capital

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Bull Oak Capital Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52311 Investment Banking & Securities Dealing
Address	4747 Executive Drive Suite 1010 San Diego, CA 92121

Note: Revenues for privately held companies are statistical evaluations.


Bull Oak Capital's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Bull Oak Capital's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Bull Oak Capital is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Bull Oak Capital Annual Revenue and Growth Rate

Bull Oak Capital	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Bull Oak Capital's revenues are gauged from an analysis of company filings.

Bull Oak Capital's Income Statement (based on Industry Averages)

Bull Oak Capital P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Bull Oak Capital's Largest Competitors

A competitive analysis shows these companies are in the same general field as Bull Oak Capital, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Bull Oak Capital. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CUSO FINANCIAL SERVICES	San Diego, CA	100
PURE FINANCIAL ADVISORS	San Diego, CA	23
NEXT RETIREMENT SOLUTIONS	San Diego, CA	14
INDEPENDENT FINANCIAL GROUP	San Diego, CA	14
AGAU HOLDING	San Diego, CA	12
AKSIA TORREYCOVE PARTNERS	San Diego, CA	10

Other Companies at 4747 Executive Drive, San Diego CA

Company	Headquarters	Revenue ($ MM)
MULTIMODAL IMAGING SERVICES	San Diego, CA	100
ARTIVA BIOTHERAPEUTICS	San Diego, CA	30
DELPHI PRIVATE ADVISORS	San Diego, CA	2
CENTARA CAPITAL GROUP	San Diego, CA	0
TIOGA PHARMACEUTICALS	San Diego, CA	0

Future Competition: Bull Oak Capital's Fastest Growing Competitors

These companies are in the same general field as Bull Oak Capital and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)