CRD: 168359
Stonebrook Investment, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2013
- Office Locations
- 1
Office Locations
About Stonebrook Investment, LLC
Stonebrook Investment, LLC is a Reston, VA advisory firm providing investment management and financial planning around wealth preservation, retirement, and estate planning, with an emphasis on clear guidance and client involvement. The practice invests across ETFs, public funds, and fixed income. All client accounts are custodied at Charles Schwab, and the firm is led by portfolio manager Mark Burkhardt (30+ years’ experience).
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Investment Themes
Investment Vehicles
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Owner & Executives
MARK BURKHARDT
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2027111
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,102,615 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,102,615 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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