CRD: 123181
Stonebrook Capital Management, Inc.
$70.3M Total AUM
$60.3M Disc. AUM
-- 3Y CAGR
3 Employees
108 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-20-2001
- Office Locations
- 3
Office Locations
1010 Lake Street, Suite 426 OAK Park IL
-- Carefree AZ
-- Davis IL
About Stonebrook Capital Management, Inc.
Stonebrook Capital Management, Inc. is a OAK Park-based RIA with 3 offices. The firm has been operating for 24 years. Managing $70.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
69 AVG AGE
$35.2M AVG AUM / ADVISOR
$651.3K AVG AUM / CLIENT
21.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK EDWARD VINCENT
Chief Compliance Officer, Principal, TREASURER, VICE PRESIDENT
- CRD
- #2050275
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RANDALL GEOFFREY VINCENT
Investment Advisor, President
- CRD
- #454880
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
ROBERT LOUIS ENDRES
Investment Advisor Representative
- CRD
- #6089956
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,267,084 | -- |
| Non-Discretionary | $10,071,857 | -- |
| Total | $70,338,941 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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