{
  "crd_number": 168359,
  "slug": "stonebrook-investment-llc-ashburn-va-168359",
  "primary_business_name": "STONEBROOK INVESTMENT, LLC",
  "legal_name": "STONEBROOK INVESTMENT, LLC",
  "dbas": [],
  "city": "Ashburn",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-07-17",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 38102615.0,
  "raum_discretionary": 38102615.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3427084.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 34675531.0,
      "count": 17
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "NC",
    "VA"
  ],
  "websites": [
    "https://stonebrookinvestment.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168359",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "ASHBURN",
  "url": "https://advisorcensus.com/firm/stonebrook-investment-llc-ashburn-va-168359",
  "display_name": "Stonebrook Investment, LLC",
  "summary": "Stonebrook Investment, LLC is a state-registered investment advisory firm in Ashburn, VA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. Stonebrook Investment, LLC (CRD 168359): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Stonebrook Investment, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stonebrook Investment, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Stonebrook Investment, LLC located?",
      "a": "Stonebrook Investment, LLC's principal office is in Ashburn, VA, according to its Form ADV."
    },
    {
      "q": "Is Stonebrook Investment, LLC registered with the SEC or a state?",
      "a": "Stonebrook Investment, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168359."
    },
    {
      "q": "How much does Stonebrook Investment, LLC manage?",
      "a": "Stonebrook Investment, LLC reports $38,102,615 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Stonebrook Investment, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (15)."
    },
    {
      "q": "Does Stonebrook Investment, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168359"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stonebrook-investment-llc-ashburn-va-168359.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 3427084.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 34675531.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168359",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}