# Stonebrook Capital Management, Inc.

> Stonebrook Capital Management, Inc. is a state-registered investment advisory firm in Oak Park, IL, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 123181
- Filed as: STONEBROOK CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oak Park, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123181
- AdvisorCensus page: https://advisorcensus.com/firm/stonebrook-capital-management-inc-oak-park-il-123181

## Quick answers

**How is Stonebrook Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Stonebrook Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stonebrook Capital Management, Inc. located?**
Stonebrook Capital Management, Inc.'s principal office is in Oak Park, IL, according to its Form ADV.

**Is Stonebrook Capital Management, Inc. registered with the SEC or a state?**
Stonebrook Capital Management, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 123181.

**How much does Stonebrook Capital Management, Inc. manage?**
Stonebrook Capital Management, Inc. reports $70,338,941 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (86% discretionary).

**What types of clients does Stonebrook Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (16); charitable organizations (4).

**Does Stonebrook Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123181

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,338,941
- Discretionary: $60,267,084
- Non-discretionary: $10,071,857

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $20,714,913 |
| High net worth individuals | 16 | $45,607,011 |
| Charitable organizations | 4 | $4,017,017 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2001 (25 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonebrookcapital.com
- stonebrookdw.com
- Facebook @104839574335532
- Facebook @159970054024691
- LinkedIn @markvincentcfa
- LinkedIn @randy-vincent-9146295
- X @MarkVin54037090

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonebrook Capital Management, Inc. (CRD 123181): Form ADV filing data as of October 2026.