Peter S. Campbell

BULL OAK CAPITAL

RANCHO SANTA FE, CA 92067-5752

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CRD#: 6852999

Professional summary

Peter Stuart Campbell, CFP®, who also goes by Peter Campbell, is a registered financial advisor currently at BULL OAK CAPITAL, LLC located in Rancho Santa Fe, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Peter has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Campbell

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.

Peter Campbell is a member of The Wealth Fix, LLC. This activity started in September 2022 with approximately 3-5 hours per week outside of trading hours spent developing a podcast involving financial advice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Stuart Campbell'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: 2022

Experience

Current

February 10, 2022 - Present

BULL OAK CAPITAL, LLC

Office #1: 16236 San Dieguito Rd. Ste 4-22, Rancho Santa Fe, CA 92067-5752

RIA

CRD#: 170325

RANCHO SANTA FE, CA

Past

March 15, 2019 - February 4, 2022

WEALTH ANALYTICS PARTNERS, LLC

RIA

CRD#: 140115

SAN DIEGO, CA

Past

September 7, 2017 - February 13, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Cardiff, 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".

BULL OAK CAPITAL, LLC

BULL OAK | HUGHES, RYAN | BULL OAK CAPITAL, LLC

CRD#: 170325 / SEC#: 801-124736

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

California

Registered Investment Advisory firm - (6/18/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/10/2022)

IAR

Texas
(2/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2017

Uniform Investment Adviser Law Examination

Current Firm

BULL OAK CAPITAL, LLC

BULL OAK | HUGHES, RYAN | BULL OAK CAPITAL, LLC

CRD#: 170325 / SEC#: 801-124736

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

California

Registered Investment Advisory firm - (6/18/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 Terminated)

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Contact information

Main Address

16236 San Dieguito Rd. Ste 4-22, Rancho Santa Fe, CA 92067-5752

Mailing Address

Po Box 675752, Rancho Santa Fe, CA 92067-5752

Phone number

(858) 999-3550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BULL OAK CAPITAL - FORM ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	356
AUM (Assets Under Management)	$ 196,175,570

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.

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Peter S. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Stuart Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

BULL OAK CAPITAL, LLC

WEALTH ANALYTICS PARTNERS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Primary Firm SEC Registration

BULL OAK CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2017

Current Firm

BULL OAK CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULL OAK CAPITAL, LLC

TRUST BUT VERIFY

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