Stonebrook Capital Management, Inc.

Stonebrook Capital Management provides personalized, confidential financial planning and investment management to individuals, trusts, estates, charitable organizations and small businesses, managing roughly $64.1 million for about 110 clients. Services described in the brochure include determination of financial objectives, investment management, retirement, education and estate planning, offered on both discretionary and non‑discretionary bases.

The firm builds customized, asset‑allocation portfolios using a mix of fundamental and technical analysis and seeks diversification across stocks, bonds, cash and real assets (e.g., gold, real estate) while employing defensive tactics to limit downside risk. Account activity is reviewed at least quarterly with written reports, and trades are executed under a limited power of attorney when clients grant discretionary authority.

The brochure discloses that Stonebrook is a fee‑only adviser that does not accept commissions and that it may compensate solicitors for client referrals, including periodic payments of a portion of referred clients’ quarterly fees. The firm also maintains public materials (including a website) and—uncommonly for peers of its size—discloses the use of endorsements, third‑party ratings and client testimonials in its advertising while highlighting in‑house professional credentials such as the CFA designation.