Stonebrook Private LLC
SEC RegisteredInvested in What Matters Most.
About the firm
Stonebrook Private is an independent, fee-only, multi-generational wealth advisory firm that integrates investment management, tax strategy, and estate planning coordination into a comprehensive advisory experience. As a fiduciary partner, the firm is held to a fiduciary standard and must always act in clients' best interests. The firm manages over $1B in assets and serves families across 37 states.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning, tax planning (including year-round tax-loss harvesting, tax coordination via asset location, tax-smart withdrawal strategies, Form 1040 insights, and coordination with external tax professionals), estate planning coordination, and in-house investment portfolio management.
Who they serve
Families navigating the complexities of their financial lives, including high-earning individuals and successful individuals at various stages of wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 319 | $97M |
| High Net Worth Individuals | 263 | $784M |
| Charitable Organizations | 3 | $47M |
| State/Municipal Entities | 9 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stonebrook Private LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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