Stone Fox Capital Advisors, LLC

Overview

Stone Fox Capital Advisors, LLC is a small, owner-operated RIA focused on portfolio management for individual and family clients, with a supplementary activity of publishing periodicals or newsletters. The firm charges clients on a percentage-of-AUM basis and positions itself around equity-centric strategies. Its filings indicate a clear preference for exchange-traded equities as the primary allocation vehicle, and it does not identify as an ESG-focused manager. With an owner-type listed as individual and a client base limited to individuals and families, the firm operates as a boutique advisory practice that delivers direct equity exposure and market commentary to a compact group of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices