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AS

Antonius G. Somoza

WEST OAK CAPITAL
Eagle, ID 83616
Some features on this profile are disabled
CRD#: 4643280
AS

Professional summary

Antonius Gustav Somoza, CFP®, who also goes by Antonius G Somoza, Tony G Somoza, is a registered financial advisor currently at WEST OAK CAPITAL, LLC located in Eagle, Idaho.

Antonius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Antonius has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Antonius G Somoza | Tony G Somoza

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antonius Gustav Somoza's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1984

Experience

Current

July 9, 2016 - Present

WEST OAK CAPITAL, LLC

Office #1: 1028 S. Bridgeway Place Suite 120b, Eagle, ID 83616
RIA
CRD#: 128473
Eagle, ID
Past

April 4, 2003 - July 18, 2012

ALM ADVISORS, INC.

RIA
CRD#: 112350
PASADENA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WO
WEST OAK CAPITAL, LLC
LIVE OAK CAPITAL, LLC | WEST OAK CAPITAL, LLC | WEST OAK CAPITAL

CRD#: 128473 / SEC#: 801-62367

RIA
Registered Investment Advisory firm - (9/17/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/9/2016)
IAR
Texas
(11/28/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2016
Uniform Investment Adviser Law Examination

Current Firm

WO
WEST OAK CAPITAL, LLC
LIVE OAK CAPITAL, LLC | WEST OAK CAPITAL, LLC | WEST OAK CAPITAL

CRD#: 128473 / SEC#: 801-62367

RIA
Registered Investment Advisory firm - (9/17/2003 Approved)
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Contact information

Main Address
1028 S. Bridgeway Place Suite 120b, Eagle, ID 83616
Mailing Address
Phone number
(208) 722-2280
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEST OAK CAPITAL, LLC FORM ADV PART 2 (9/11/2025)

Regulatory assets under management

Total Number of Accounts336
AUM (Assets Under Management)$ 525,607,591

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEST OAK CAPITAL, LLC

CRD#: 128473Eagle, ID 83616

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