# STONE OAK CAPITAL LLC

STONE OAK CAPITAL LLC of ROCHESTER, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 341363
- Type: SEC-registered investment adviser
- SEC file number: 801-135940
- Location: 986 LONG POND ROAD, ROCHESTER, NY, 14626
- Phone: 585-695-5588
- Latest filing: 2026-07-02
- Regulatory AUM: $33.7M
- Discretionary AUM: $33.7M
- Clients: 2
- Accounts: 200

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Karl Colby Khuns | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Robert James Norris | MANAGING PARTNER AND PRESIDENT | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341363/similar
- Related entities: https://search.stillhousedata.com/firm/341363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341363

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.