S
$33.7M Total AUM
$33.7M Disc. AUM
-- 3Y CAGR
2 Employees
66 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2026
- Office Locations
- 1
Office Locations
986 Long Pond Road Rochester NY
About Stone OAK Capital LLC
Stone OAK Capital LLC is a Rochester-based RIA. The firm has been operating for 0 years. Managing $33.7M in total assets under management, with 2 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
-- AVG AGE
$16.9M AVG AUM / ADVISOR
$510.9K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
KARL COLBY KHUNS
Chief Compliance Officer, Managing Partner
- CRD
- #4845538
- Ownership
- 50% but less than 75%
Available
Available
Available
R
ROBERT JAMES NORRIS
Managing Partner, President
- CRD
- #4942444
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,720,036 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,720,036 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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