Stonebrook Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,321,924
Clients
104
Advisors
3
across 3 offices
About
Stonebrook Capital Management, Inc. provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations and small businesses, managing roughly $70.3 million for about 108 clients. The firm does not sell commissioned products, does not act as a custodian, and generally manages client portfolios directly while clients maintain asset control.
Stonebrook’s investment process combines fundamental and technical analysis to create custom asset-allocation strategies across stocks, bonds, cash and real assets (including gold and ETFs), with an emphasis on diversification and defensive tactics to limit losses. Retirement engagements can include Monte Carlo simulations and clients receive written quarterly reports; the firm may trade on a discretionary basis under a limited power of attorney once objectives are established.
The brochure discloses that Stonebrook uses solicitation arrangements and may compensate solicitors for referrals, and it also references the use of endorsements, testimonials and third‑party ratings in its advertising — practices that are uncommon among similar supported advisers. The firm is notable for being strictly fee-only, maintaining a formal Code of Ethics and personal‑trading review process, and having a Chartered Financial Analyst (CFA) among its principals.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans ranging from $500 to $5,000 (negotiable).
$0 - $500,000: 1.50% $500,000+: 1.00%
$300/hour for financial plans, $200/hour for limited scope engagements.
Account minimum: $250,000 Fee-only: Fixed fees for financial plans ranging from $500 to $5,000 (negotiable). Hourly rates: $300/hour for financial plans, $200/hour for limited scope engagements.
Main office
See office1010 Lake Street, Suite 426
Oak Park IL 60301
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Illinois
Also doing business as
Stonebrook Capital Management, Inc · Stonebrook Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert E
Series 65
Davis, IL
Stonebrook Capital Management, Inc.
Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.
Randall V
Series 63, Series 65
Carefree, AZ
Stonebrook Capital Management, Inc.
Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.
Mark V
CFA®, Series 63, Series 65
Oak Park, IL
Stonebrook Capital Management, Inc.
Mark Vincent is a Chartered Financial Analyst (CFA®) with 25 years of industry experience. He has been with Stonebrook Capital Management, Inc. since 2001. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $70.3 million for about 108 clients. The firm combines fundamental and technical analysis to create custom asset-allocation strategies with an emphasis on diversification and defensive tactics.
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