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Goldstone Financial Group, LLC

Goldstone Financial Group, LLC. CRD 222520

Goldstone Financial Group, LLC logo

CRD: 222520

Goldstone Financial Group, LLC

Oakbrook Terrace, IL, 60181
6306209300
www.goldstonefinancialgroup.com
$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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Firm 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 Optima

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

Owner & Executives

ANTHONY PELLEGRINO

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

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

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Contacts

Galo Baca

Galo Baca

FINANCIAL ADVISOR, CERTIFIED FINANCIAL PLANNER®

CRD
#7677382
(616) 889-3685
bridge.signal@crestcapital.com
in linkedin.com/in/focus-oak
JOSHUA MARC BEACHLER

JOSHUA MARC BEACHLER

SENIOR ADVISOR, Certified Financial Planner®

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

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-03-2022
10-09-2023
12-02-2024
12-16-2025
03-31-2026
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

$1.1B Total SMA
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

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