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STONE OAK CAPITAL LLC
CRD 341363 · SEC 801-135940
986 LONG POND ROAD, ROCHESTER, NY, 14626, United States
Phone
585-406-0220
Fax
N/A
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
States served
NY
Official SEC filing: View on IAPD