OAKBROOK TERRACE, ILCRD 222520Latest ADV March 31, 2026
Goldstone Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakbrook Terrace, IL. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 43 employees, 16 offices, and 4,448 accounts.
Assets Under Management
$1.1B
Employees
43
Offices
16 offices
Total Clients
1,675
Primary office
OAKBROOK TERRACE, IL
18W140 BUTTERFIELD ROAD, 16TH FLOOR, OAKBROOK TERRACE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
1,467
2
HNWI
12.4%
208
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts4,448
10Y AUM Change+$924M (+710.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee39:1
10Y Employee Change+40 (+1333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.