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Stone Oak Capital, LLC

EST. AUM
$33,720,036

CONTACTS

CLIENT ACCOUNTS
200

Firm Details

Metro area New York City
CRD Number 341363
Website -
Client types

Overview

Stone Oak Capital, LLC is a Registered Investment Adviser (RIA) that provides personalized wealth management and financial planning services to individuals and high-net-worth families. The firm’s investment approach is primarily focused on long-term capital appreciation and preservation through a disciplined, research-driven process. Their strategy emphasizes the use of diversified portfolios of individual stocks, bonds, exchange-traded funds (ETFs), and mutual funds, tailored to the specific risk tolerance and financial goals of each client. As of early 2026, the firm manages approximately $103.4 million in discretionary assets under management.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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