STONEBRIAR WEALTH, LLC

Overview

Stonebriar Wealth, LLC is an independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm functions as a capital allocator: its advisory mix emphasizes liquid equity exposure delivered through exchange-traded instruments and separately managed equity sleeve approaches, while also selectively allocating to external managers for alternative strategies. Advisory services center on financial planning, portfolio management for individuals and small businesses, and manager selection—indicating a hybrid model that combines in-house portfolio construction with third‑party specialist relationships. Stonebriar integrates environmental, social and governance (ESG) considerations into its investment process, and its fee model blends percentage-of-AUM charges with fixed-fee engagements. Portfolios are managed on a discretionary basis, and the firm’s stated preference is to build equity‑centric allocations as the core of client portfolios, with other vehicles layered in to meet planning and risk-management objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices