Stone Oak Capital LLC
● SEC registered since 2026CRD 341363SEC# 801-135940Rochester, NY
Reg. AUM
$33.7M
Employees
2
Accounts
200
Location
Rochester, NY
Stone Oak Capital LLC assets under management
Stone Oak Capital LLC is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2026. It reports $33.7 million in regulatory assets under management and employs 2 people.
Stone Oak Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karl Colby Khuns Control | Managing Partner And Chief Compliance Officer | 50-75% | 2026 |
| Robert James Norris Control | Managing Partner And President | 50-75% | 2026 |
Frequently asked questions
How much does Stone Oak Capital LLC manage?
Stone Oak Capital LLC reports $33.7 million in regulatory assets under management on its Form ADV.
How many employees does Stone Oak Capital LLC have?
Stone Oak Capital LLC reports 2 employees.
Where is Stone Oak Capital LLC located?
Stone Oak Capital LLC is based in Rochester, NY and has been SEC-registered since 2026.
Does Stone Oak Capital LLC disclose fund performance?
Stone Oak Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 986 Long Pond Road, Rochester, NY 14626 |
| Phone | 585-406-0220 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$33.7Mregulatory AUM
Discretionary $33.7M