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| Stone Oak Wealth Management LLC
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|---|---|
| CRD # | 288217 |
| SEC # | 801-118782 |
| CIK # | |
| AUM | $355.6 M (2026-03-29) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 210-339-2707 |
| Address | 19026 Ridgewood Parkway San Antonio, TX 78259 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 58.9 |
| (b) Individuals (high net worth individuals) | 85 | 282.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 13.3 |
| (h) Charitable organizations | 3 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 943 | 355.6 |
| By Discretionary | ||
| Discretionary | 943 | 355.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 943 | 355.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 355.6 | |
| Total | 943 | 355.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capstone Wealth Management Group LLC
✚
|
PA | 0.4 |
|
Split Rock Private Trading and Wealth Management LLC
✚
|
MN | 0.4 |
|
Monhegan Capital Management LLC
✚
|
0.4 | |
|
Lifegoal Investments LLC
✚
|
0.4 | |
|
Argyle Capital Management LLC
✚
|
PA | 0.4 |
|
Griffin Black LLC
✚
|
CA | 0.4 |
|
Harrington Investments Incorporated
✚
|
CA | 0.4 |
|
Financial Planning Navigators Corp
✚
|
MN | 0.4 |
|
Clay Northam Wealth Management LLC
✚
|
CA | 0.4 |
|
Bull Harbor Capital LLC
✚
|
MD | 0.4 |