Oak & Stone Capital Advisors Employee Directory

Q: What is Oak & Stone Capital Advisors known for?

Oak & Stone Capital Advisors was founded in 2018. Oak & Stone Capital Advisors operates in the Financial Services industry.

Q: How many employees does Oak & Stone Capital Advisors have currently?

Oak & Stone Capital Advisors has approximately 10 employees.

Financial ServicesPennsylvania, United States2-10 Employees

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Find Oak & Stone Capital Advisors employees' phone numbers or email addresses

Oak & Stone Capital Advisors Global Highlights

North America
15

United States Of America
15

Oak & Stone Capital Advisors's Leadership

B. D.
Portfolio Manager And Managing Member
Mobile Phone
Email
T. M. L.
Client Services Manager
Mobile Phone
Email
J. A. C.
Lpl Financial Advisor
Mobile Phone
Email
R. K.
Lpl Registered Representative
Mobile Phone
Email
S. J. D.
Founding Advisor
Mobile Phone
Email
D. S.
Client Services Associate
Mobile Phone
Email
B. C.
Lpl Financial Advisor
Mobile Phone
Email
K. K.
Financial Advisor
Mobile Phone
Email

Oak & Stone Capital Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Oak & Stone Capital Advisors

Name

Title

Contact Info

Location

Last Update

B. D.
Portfolio Manager And Managing Member
Mobile Phone
Email
United States
Sep 12, 2025
T. M. L.
Client Services Manager
Mobile Phone
Email
United StatesRhode Island
Sep 26, 2025
J. A. C.
Lpl Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Jan 27, 2026
R. K.
Lpl Registered Representative
Mobile Phone
Email
Jan 27, 2026
S. J. D.
Founding Advisor
Mobile Phone
Email
United StatesMississippi
Jan 27, 2026
D. S.
Client Services Associate
Mobile Phone
Email
United StatesPennsylvania
Jan 27, 2026
B. C.
Lpl Financial Advisor
Mobile Phone
Email
United States
Jan 27, 2026
K. K.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2024
L. E.
Assistant Project/Property Manager
Mobile Phone
Email
United StatesTexas
Aug 08, 2025

Frequently Asked Questions

What is Oak & Stone Capital Advisors known for?

Oak & Stone Capital Advisors was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 120 South State Street Newtown, Pennsylvania 18940 United States. Explore Oak & Stone Capital Advisors's company overview page for more information.

What is Oak & Stone Capital Advisors's most common email format?

Oak & Stone Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak & Stone Capital Advisors email formats with LeadIQ.

How many employees does Oak & Stone Capital Advisors have currently?

Oak & Stone Capital Advisors has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Oak & Stone Capital Advisors's key employees and leadership?

As of February 2026, Oak & Stone Capital Advisors's key employees include:

Portfolio Manager And Managing Member: B. D.
Client Services Manager: T. M. L.
Lpl Financial Advisor: J. A. C.
Lpl Registered Representative: R. K.
Founding Advisor: S. J. D.

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