NORTHVILLE, MICRD 325434Latest ADV February 25, 2026
Stonebrook Private LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northville, MI. Its latest Form ADV filing, dated February 25, 2026, reports $937M in regulatory assets under management, 11 employees, 1 office, and 4,146 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
319
2
HNWI
44.1%
263
3
Charitable
1.5%
9
4
Pension Plans
0.5%
3
5
Corporations
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$937Mas of February 25, 2026
Discretionary93.6%
$877M
94% of total RAUM93.6%
Non-discretionary6.4%
$60M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$937M
Total Accounts4,146
10Y AUM Change+$937M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee54:1
10Y Employee Change+6 (+120.0%)
* 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.