BROWNSTONE FINANCIAL GROUP LLC

Overview

Brownstone Financial Group LLC is an independent, owner-led registered investment adviser that focuses on serving individual and family clients with fee-based portfolio management and financial planning. The firm runs discretionary portfolios and acts as a capital allocator, relying on third-party managers when appropriate and offering selection of other advisers as part of its service set. Its client base is primarily individuals and small businesses, and fees are billed as a percentage of assets under management. Investment activity centers on pooled public funds as the core exposure while supplementing portfolios with external alternative allocations, principally real estate strategies. Brownstone does not identify as an active ESG investor, and its stated advisory activities emphasize personalized planning and manager selection rather than institutional pension consulting or multi-state adviser programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices