CRD: 222520
Goldstone Financial Group, LLC
$1.1B Total AUM
$1.1B Disc. AUM
40.6% 3Y CAGR
43 Employees
1,675 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum primeCapital +more
- Established Date
- 06-05-2015
- Office Locations
- 1
Office Locations
18w140 Butterfield Road 16th Floor Oakbrook Terrace IL
About Goldstone Financial Group, LLC
Goldstone Financial Group is an Illinois-based RIA focused on retirement planning for individuals and families (including business owners), pairing comprehensive financial plans with investment management, income/lifetime income, tax, and estate/legacy planning. Portfolios lean heavily on ETFs and are custodied at Schwab and Fidelity. The team includes CFP/CPA/CFA talent and uses a “Retirement Gap” quiz alongside a strong media presence (e.g., Fox Business).
Team overview
32 AVG AGE
$81.1M AVG AUM / ADVISOR
$629.3K AVG AUM / CLIENT
3.5 yrs AVG TENURE
43 Employees
13 Advisory Reps
13 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Delta bridge North vector Wave value Prime Pathway beacon
Client Personas
Insight Focus
Custodian
Pathway Alpha summit Momentum North Zenith Momentum capital Vector Zenith Fusion
Investment Themes
Unison Wave Meridian Fusion Crest horizon Quantum catalyst
Investment Vehicles
Vertex delta
Platform
Oak Signal atlas
Services
Vector fusion Vector unison Oak vertex Element crest Signal Radial Quantum Insight Meridian vital Signal Value Timber catalyst Foundation
Technology
Capital horizon Eagle north Prime Vertex Glacier harbor
Owner & Executives
A
ANTHONY PELLEGRINO
Financial Advisor, General Partner, Managing Member, Owner
- CRD
- #6390276
- Ownership
- 75% or more
(402) 299-8170
frontier.alpha@crestcapital.com
in linkedin.com/in/fusion-peak
BRIAN ROBERT KORIENEK
Advisor
- CRD
- #6109357
- Ownership
- 10% but less than 25%
(857) 651-2461
horizon.frontier@radialcapital.com
in linkedin.com/in/unison-insight
D
Delta wave
North ember zenith
- CRD
- #72106
- Ownership
- 38.5%
(708) 924-2240
value.optima@fusioncapital.com
in linkedin.com/in/foundation-momentum
Showing 2 of 6 owners & executives
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Galo Baca
--
- CRD
- #7677382
(616) 889-3685
bridge.signal@crestcapital.com
in linkedin.com/in/focus-oak
JOSHUA MARC BEACHLER
--
- CRD
- #6521283
(822) 930-9897
insight.zenith@deltacapital.com
in linkedin.com/in/atlas-horizon
P
Peak element
Bridge summit
- CRD
- #46606
(574) 532-4927
legacy.signal@momentumcapital.com
in linkedin.com/in/glacier-vector
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,054,041,925 | $236,970 |
| Non-Discretionary | $0 | -- |
| Total | $1,054,041,925 | $236,970 |
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Separately Managed Accounts
Total SMA Asset: $1,054,041,925
Equity - Exchange:
8.2% Cash:
5.8% Public Funds:
7.3% Derivatives:
5.3% U.S. Government/Agency:
18.1% Corporate - Investment Grade:
17.7% Other:
14.5% Private Funds:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $455,165,030 | 8.2% |
| Cash | $321,945,997 | 5.8% |
| Public Funds | $405,207,892 | 7.3% |
| Derivatives | $294,192,031 | 5.3% |
| U.S. Government/Agency | $1,004,693,541 | 18.1% |
| Corporate - Investment Grade | $982,490,369 | 17.7% |
| Other | $804,864,991 | 14.5% |
| Private Funds | $1,282,233,193 | 23.1% |
| Total | $5,550,793,044 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM MATRIX PIONEER | CATALYST RIDGE | TA4CPJNHJ | NUD | 11.84% | $91,628,545 |
| MERIDIAN VITAL EAGLE | NORTH GLACIER | FRK6Z2QZ6 | ATR | 11.28% | $86,134,947 |
| EMBER INSIGHT | DELTA PRIME | D14ZK4JQW | JBZX | 3.44% | $70,719,073 |
| FRONTIER PEAK | PRIME TIMBER | 8CB18LEM0 | YTW | 4.44% | $73,874,189 |
| NORTH QUANTUM HORIZON | SUMMIT INSIGHT | UPKKC8VOA | JHRN | 0.94% | $85,087,192 |
| BRIDGE FOUNDATION ATLAS | OAK QUANTUM | QNOHC2JZY | DYD | 6.50% | $18,968,805 |
| ELEMENT ZENITH SIGNAL | EAGLE RIDGE | DULYTPGEE | QBFZ | 9.35% | $110,916,564 |
| ZENITH FRONTIER LEGACY | MERIDIAN INSIGHT | 72XGS3ZP9 | SVGHJ | 6.76% | $107,007,833 |