Fee-only adviser · Ashburn, VA
Stonebrook Investment, LLC
Stonebrook Investment, LLC is a fee-only investment adviser registered with the securities regulators of Florida, North Carolina, Virginia, with its main office in Ashburn, Virginia. On its latest Form ADV, filed February 19, 2026, it reports $38M in regulatory assets under management, 32 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, North Carolina, Virginia |
|---|---|
| Firm CRD number | 168359 |
| Office | 20937 Ashburn Road Suite 200 Ashburn, VA 20147 |
| Phone | (703) 587-8683 |
| Website | www.stonebrookinvestment.com |
| Regulatory assets under management | $38M |
| Individual clients | 15 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | February 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ashburn
- Variplan, LLC Not reported
- Houlihan Financial Resource Group, Ltd. $357M
- Arbor Private Wealth, LLC $160M
- Allen Investment Management $31M
- Capital Fiduciary Advisors $72M
- Different Investments, LLC $14M
See all 9 fee-only advisers in Ashburn →
Nearby
- Sterling 2 firms
- Potomac Falls 1 firm
- Herndon 3 firms
- Reston 16 firms
- Great Falls 2 firms
- Leesburg 5 firms
- South Riding 1 firm
- Chantilly 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Stonebrook Investment, LLC? Update this listing.