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The fee is billed in advance and is negotiable.","source":"STONEBROOK ADV PART2A 05-2026, filed 13 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stonebrook Private use?","answer":"Stonebrook Private’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $794M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stonebrook Private have?","answer":"Stonebrook Private has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stonebrook Private invest in?","answer":"At the end of its last fiscal year, Stonebrook Private’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 18% investment grade corporate bonds, 7% cash and equivalents, 3% state and local bonds, 3% other and 1% pooled vehicles (private funds and similar). 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}