RIA Intel›Advisers›Virginia›STONEBROOK INVESTMENT, LLC

STONEBROOK INVESTMENT, LLC

Advisory

ASHBURN, VA

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$470K

across 81 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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