STONE OAK CAPITAL, LLC

STONE OAK CAPITAL, LLC is an SEC-registered investment adviser (CRD 289105). Regulatory assets under management: $6.8M.

Registration

• CRD: 289105
• Type: Registered investment adviser
• Phone: 914-582-9503
• Latest filing: 2026-03-30
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.8M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Corporations, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289105 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search