STONE OAK CAPITAL LLC
SEC Form ADV profile.
Total regulatory AUM
$33,720,036
Discretionary
$33,720,036
Non-discretionary
$0
Firm details
- CRD number
- 341363
- SEC file number
- 801-135940
- Main office
- ROCHESTER, NY, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://stoneoakcap.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.