Stonebrook Private LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$880,556,683
Clients
582
Advisors
3
of 11 employees
About
Stonebrook provides wealth management, investment management, and financial planning to individuals (including high-net-worth clients), trusts, estates, businesses, and retirement plans. The firm delivers services on a discretionary basis and also offers retirement-plan advisory and participant account management using a third‑party platform for held‑away assets.
The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios constructed from ETFs, individual equities, covered options, structured products, and alternative investments; tactical overrides or shorter‑term trades are used when warranted. Stonebrook implements strategies through a mix of direct discretionary management, oversight of unaffiliated independent managers, and use of the Betterment Institutional platform, with periodic due diligence and at least annual formal reviews.
Noteworthy aspects include operating and serving as portfolio manager for its own wrap fee program, under which advisory, custody and certain transaction services are consolidated through selected custodians and program options. The firm was founded recently yet manages roughly $937 million in client assets and has an outside minority investor (a 20% ownership stake), an ownership and growth profile that is uncommon among peers.
Client services
Expertise
Fee options
Financial Institution Consulting Services flat fee of $1,000 per quarter
Minimum fee: Minimum annual fee of $7,500 per household; may be waived at sole discretion of Advisor
Main office
182 E Main Street
Northville MI 48167
Advisors at this office
3
Most active in
California · Colorado · Florida · Illinois · Michigan · Nebraska · New Jersey · New York · Ohio · Tennessee · Texas · Virginia
Also doing business as
Stonebrook Private Inc. · Stonebrook Private LLC
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.
Advisors at this firm
Todd K
Series 63, Series 65
Northville, MI
Stonebrook Private LLC
Todd Knickerbocker is a financial advisor at Stonebrook Private LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and Edward Jones. Knickerbocker is also a limited partner investor in a private equity firm. Stonebrook Private LLC provides wealth management, investment management, and financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamental analysis-based investment approach, utilizing a variety of instruments and management strategies.
Spencer K
CFP®, Series 66
Northville, MI
Stonebrook Private LLC
Spencer Knickerbocker is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Stonebrook Private LLC and has previously been employed at Raymond James & Associates and Lord Abbett. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis and manages approximately $937 million in client assets.
Mark Z
CFP®, Series 66
Northville, MI
Stonebrook Private LLC
Mark Zywiol is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Stonebrook Private LLC, where he has worked since 2024. His prior roles include positions at Charles Schwab & Co., Fidelity Investments, Raymond James & Associates, and teaching at Walsh College of Accountancy and Business. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with portfolios including ETFs, individual equities, covered options, structured products, and alternative investments, implemented through discretionary management and oversight of independent managers.
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