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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
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Oak & Stone Capital Advisors's Leadership

  • Stylized image of a person
    B. D.
    Portfolio Manager And Managing Member
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M. L.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A. C.
    Lpl Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K.
    Lpl Registered Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. J. D.
    Founding Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Client Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Lpl Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Financial Advisor
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    B. D.
    Portfolio Manager And Managing Member
    Phone icon
    Mobile Phone
    United States
    Jun 25, 2026
  • Stylized image of a person
    T. M. L.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesRhode Island
    Sep 26, 2025
  • Stylized image of a person
    J. A. C.
    Lpl Financial Advisor
    Phone icon
    Mobile Phone
    United StatesVirginia
    Apr 17, 2026
  • Stylized image of a person
    R. K.
    Lpl Registered Representative
    Phone icon
    Mobile Phone
    Apr 15, 2026
  • Stylized image of a person
    S. J. D.
    Founding Advisor
    Phone icon
    Mobile Phone
    United StatesMississippi
    Jun 26, 2026
  • Stylized image of a person
    D. S.
    Client Services Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 16, 2026
  • Stylized image of a person
    B. C.
    Lpl Financial Advisor
    Phone icon
    Mobile Phone
    United States
    Jun 25, 2026
  • Stylized image of a person
    K. K.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 05, 2024

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. 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?

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 May 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 May 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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