Fee-only adviser · Northville, MI
Stonebrook Private LLC
Stonebrook Private LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Northville, Michigan. On its latest Form ADV, filed May 13, 2026, it reports $937M in regulatory assets under management, 582 individual clients and 4 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 325434 · SEC file 801-127617 |
| Office | 182 E Main Street Northville, MI 48167 |
| Phone | (248) 349-3027 |
| Website | stonebrookprivate.com |
| Regulatory assets under management | $937M ($877M discretionary) |
| Individual clients | 319 non-high-net-worth, 263 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 13, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
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 Northville
- Sigma Investment Counselors $2.2B
- Fairlane Investment Advisors Inc $80M
- Full Bloom Financial $1.9M
- Marketocracy Masters Capital Management LLC $4.5M
See all 5 fee-only advisers in Northville →
Nearby
- Novi 6 firms
- Plymouth 7 firms
- South Lyon 1 firm
- Canton 1 firm
- Livonia 5 firms
- Farmington Hills 4 firms
- Ypsilanti 1 firm
- Brighton 6 firms
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