Boaz Duron Koski

Employer firm

Rightoak Asset Management, LLC CRD 337832

$112M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2023
  U.S. Army
  Fort Campbell, KY
• 08/2023 → 04/2024
  Maddox Industrial Transformer
  Battle Ground, WA
• 04/2024 → 06/2026
  Independent Contractor
  Burley, ID
• 06/2026 → Present
  Rightoak Asset Management, Llc
  Grand Ledge, MI

Other Businesses

1.) RESIDENTIAL RENTAL PROPERTY MANAGEMENT; NOT INVESTMENT RELATED; CLARKSVILLE, TN; RESIDENTIAL RENTAL PROPERTY OWNERSHIP AND MANAGEMENT; PROPERTY OWNER / LANDLORD; APPROXIMATELY 1 HOUR PER MONTH TOTAL; 0 HOURS DURING SECURITIES TRADING HOURS; OWNS AND OVERSEES TWO RESIDENTIAL RENTAL PROPERTIES. A THIRD-PARTY PROPERTY MANAGEMENT COMPANY HANDLES APPROXIMATELY 95% OF DAY-TO-DAY OPERATIONS. RESPONSIBILITIES INCLUDE REVIEWING EXPENSES, APPROVING MAINTENANCE AND REPAIR COSTS ABOVE ESTABLISHED THRESHOLDS, MONITORING PROPERTY PERFORMANCE, AND ENSURING TENANT MAINTENANCE ISSUES ARE ADDRESSED IN A TIMELY MANNER. BOTH PROPERTIES ARE OPERATED UNDER ONE-YEAR LEASE AGREEMENTS. 2.) DOMINION FINANCIAL PLANNING; INVESTMENT RELATED; WASHINGTON; D/B/A UNDER RIGHTOAK ASSET MANAGEMENT, LLC; INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 06/2026; 40 HOURS PER MONTH DURING SECURITIES TRADING HOURS; 0 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. 3.) DOMINION WEALTH STRATEGIES; NOT INVESTMENT RELATED; WASHINGTON; INSURANCE AGENT; START DATE: 06/2026; LESS THAN 10% OF TIME; INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-18