Colin Summers
Investment adviser representative at Bull Oak Capital, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$261.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bull Oak Capital, LLCJan 2026 to now
- City of San DiegoJan 2020 to Jan 2026
- Starbucks CorporationSep 2014 to Mar 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bull Oak Capital, LLC
$261.6MAssets managed
125Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8143742
- Firm CRD
- 170325