S
$400.0K Total AUM
$400.0K Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
-- Broken Arrow OK
About Stone FOX Capital Advisors, LLC
Stone FOX Capital Advisors, LLC is a Broken Arrow-based RIA. The firm has been operating for 15 years. Managing $400.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$400.0K AVG AUM / ADVISOR
$20.0K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
MARK A. HOLDER
Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #5877940
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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