Every new California business filing, every dayOak Stone Advisory
MICHAEL DAVIS, Registered Agent
Oakstone Advisory is a boutique private equity advisory and independent sponsor firm based in Dallas, TX, offering services including asset management, outsourced C-suite leadership, and board advisory. The LLC filing shows a principal address in Irvine, CA, which may indicate a secondary location or registered agent address.
Filed September 1, 2026 · Irvine, CA · Orange County
Find new financial advisory businesses in Irvine, then launch a cold email campaign built for you.
Every new California filing, every day
See how it worksSource
California Secretary of State (bizfile Online) · Entity B20260398648
About Oak Stone Advisory
Oak Stone Advisory is a financial advisory business (LLC) registered on September 1, 2026 with the California Division of Corporations. The business is located in Irvine, California 92614. Orange County is its county of record. The record lists MICHAEL DAVIS as Registered Agent.
One of 249 new businesses registered in Irvine in September 2026, and the only financial advisory business registered there that month.
Is this business yours?
It's getting views. Claim the page for free to control what your customers see.
Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Oak Stone Advisory registered?
Oak Stone Advisory was registered as LLC on September 1, 2026 in California.
Where is Oak Stone Advisory located?
Oak Stone Advisory is based in Irvine, CA, 92614, in Orange County.
What type of business is Oak Stone Advisory?
Oak Stone Advisory is classified as a financial advisory business (private equity advisory).
Does Oak Stone Advisory have an EIN on file?
No EIN was found on file for Oak Stone Advisory at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
Turn fresh financial advisory businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›