STONEBROOK CAPITAL MANAGEMENT, INC.

Overview

Stonebrook Capital Management, Inc. is an independent, individual-owned registered investment adviser that works with both individual & family clients and institutional accounts. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Equities are the primary focus of its investment program, but the firm supplements core equity allocations with fixed income, annuities and alternative exposure where appropriate. Strategically, Stonebrook leans toward liquid, exchange-traded instruments for core implementation while retaining the capacity to add less-liquid, yield-oriented or diversifying positions through third-party managers. The adviser does not position itself as a capital allocator; instead it constructs portfolios using direct securities, SMAs and outside managers to cover income, growth and tactical needs. It is not identified as an active ESG investor.

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Public Holdings

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Location & Offices