Davis, IL Office

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.