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Stone OAK Capital, LLC

Headquartered in LOS ANGELES, CA

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Firm Information

Stone OAK Capital, LLC is an investment advisor registered with the SEC that manages approximately $5,189,883 in assets for 14 clients. The firm offers investment advisory services, including portfolio management for individuals and pooled investment vehicles, as well as the publication of periodicals. The firm's clients include high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.

Stone OAK Capital, LLC

$5.19M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

STONE OAK CAPITAL, LLC has a total of 1 branch locations across the country.
location

Los Angeles, CA

Advisors at Stone OAK Capital, LLC

View All 1 Advisors
Unclaimed
William Zachary Duberstein

RA

Los Angeles, CA

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Disclosures

There are no public disclosures for Stone OAK Capital, LLC.

Frequently Asked Questions (8)

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