Stone Oak Capital LLC

Overview

Stone Oak Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm is SEC-registered (registration recorded in 2026) and serves a client base made up of individuals and families. Its advisory work focuses on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is billed as a percentage of assets under management and, in some cases, fixed fees. Stone Oak describes itself as a single-state adviser that does not position as a capital allocator and does not emphasize ESG investing. The firm’s service model and product mix indicate a focus on traditional wealth-management relationships rather than operating a pooled-fund or multi-manager platform.

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