STONEBROOK INVESTMENT, LLC

Overview

Stonebrook Investment, LLC is a small, discretionary wealth manager focused on portfolio management for individuals and small businesses. The firm manages a concentrated book of clients and runs a fee model based on a percentage of assets under management. Its investment profile tilts toward equities as the primary allocation preference and it supplements public-market exposures with mutual funds and allocations to third‑party real estate strategies. Stonebrook does not identify as an active ESG investor and operates without multi‑state adviser designation. The firm’s client base and account mix suggest a boutique advisory practice that favors personalized relationships: with 32 clients across 81 accounts, Stonebrook appears set up to deliver bespoke portfolio management services rather than mass-market product distribution. Custody is centralized at Charles Schwab, which simplifies reporting and trading execution for the adviser’s strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices