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Managing Partner · Skyoak Wealth

Craig T. Simmons

CRD 2439771 · Named on Form ADV at one SEC-registered adviser

At a glance

Skyoak Wealth, an SEC-registered wealth manager based in Southfield, MI with $693 million in regulatory assets, lists Craig T. Simmons on its Form ADV as Managing Partner, a control person.

Firms and roles

  • Skyoak WealthManaging PartnerWealth manager · Southfield, MI · $693M in regulatory assets

AtlasMembers

Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.