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- Custodian
- Betterment · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-2023
- Office Locations
- 1
Office Locations
About Stonebrook Private LLC
Stonebrook Private is a fee-only, independent RIA providing fiduciary wealth and investment management informed by tax and estate considerations. Its multi-generational team delivers goals-based planning across wealth, tax, and estate needs for families nationwide, serving clients in 37 states. Advisors hold CFA, CFP, CAIA, and ChSNC designations, with recent recognition from Forbes and AdvisorHub.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TODD DUNCAN KNICKERBOCKER
Advisor, Managing Member, Managing Partner
- CRD
- #1999505
- Ownership
- 75% or more
Spencer James Knickerbocker
Chief Investment Officer, PARTNER
- CRD
- #6363915
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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MARK ANTHONY ZYWIOL
Chief Operating Officer
- CRD
- #6645201
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $877,180,243 | $218,421 |
| Non-Discretionary | $59,789,290 | $459,918 |
| Total | $936,969,533 | $225,994 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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