Michael T. Stoner

BULL OAK CAPITAL

RANCHO SANTA FE, CA 92067-5752

Some features on this profile are disabled

CRD#: 7867144

Professional summary

Michael Thomas Stoner is a registered financial advisor currently at BULL OAK CAPITAL, LLC located in Rancho Santa Fe, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Stoner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 21, 2024 - Present

BULL OAK CAPITAL, LLC

Office #1: 16236 San Dieguito Rd. Ste 4-22, Rancho Santa Fe, CA 92067-5752

RIA

CRD#: 170325

RANCHO SANTA FE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BULL OAK CAPITAL, LLC

BULL OAK | HUGHES, RYAN | BULL OAK CAPITAL, LLC

CRD#: 170325 / SEC#: 801-124736

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

California

Registered Investment Advisory firm - (6/18/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/2024

Uniform Investment Adviser Law Examination

Current Firm

BULL OAK CAPITAL, LLC

BULL OAK | HUGHES, RYAN | BULL OAK CAPITAL, LLC

CRD#: 170325 / SEC#: 801-124736

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

California

Registered Investment Advisory firm - (6/18/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

16236 San Dieguito Rd. Ste 4-22, Rancho Santa Fe, CA 92067-5752

Mailing Address

Po Box 675752, Rancho Santa Fe, CA 92067-5752

Phone number

(858) 999-3550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BULL OAK CAPITAL - FORM ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	356
AUM (Assets Under Management)	$ 196,175,570

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael T. Stoner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Stoner's CRS (Customer Relationship Summary).

Certified licenses

Experience

BULL OAK CAPITAL, LLC

Primary Firm SEC Registration

BULL OAK CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2024

Current Firm

BULL OAK CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULL OAK CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors