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Stone Oak Capital LLC

● SEC registered since 2026CRD 341363SEC# 801-135940Rochester, NY
Export (members)
Reg. AUM
Employees
2
Accounts
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 employs 2 people.

Stone Oak Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
Karl Colby Khuns ControlManaging Partner And Chief Compliance Officer50-75%2026
Robert James Norris ControlManaging Partner And President50-75%2026

Frequently asked questions

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

Address986 Long Pond Road, Rochester, NY 14626
Phone585-406-0220
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes