LeadIQ logo
Learn more at LeadIQ.com
Oak & Stone Capital Advisors logo

Oak & Stone Capital Advisors Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Oak & Stone Capital Advisors operates in the financial services sector as a membership-based platform that provides marketing, sales, and administrative support to financial advisors. The company positions itself as a resource for financial professionals seeking to manage client outreach and back-office tasks within a collaborative community.

It is based in Newtown, Pennsylvania, and operates with a small team. The services are aimed at financial advisors and other professionals in the industry, and participation is restricted to financial professionals rather than the general public.

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

Oak & Stone Capital Advisors Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Oak & Stone Capital Advisors's Leadership

  • Stylized image of a person
    R. K.
    Lpl Registered Representative
    Mobile Phone

Oak & Stone Capital Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Oak & Stone Capital Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. K.
    Lpl Registered Representative
    Mobile Phone
    Apr 15, 2026

Frequently Asked Questions

What is Oak & Stone Capital Advisors known for?

Minus sign iconPlus sign iconOak & Stone Capital Advisors was founded in 2018 operates in the Financial Services industry. Explore Oak & Stone Capital Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconOak & 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?

Minus sign iconPlus sign iconOak & Stone Capital Advisors has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Lpl Registered Representative: R. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.