Stone Oak Capital LLC

Overview

Stone Oak Capital LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2026. The firm is individually owned and focuses its advisory practice on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Compensation is by percentage of assets under management and by fixed fees. Stone Oak does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Industry relationships include an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives