SourcingSourcing

STONEBROOK PRIVATE LLC

C48
CRD 325434·SEC 801-127617·NORTHVILLE, MI
AUM
$937.0M
$500M-$1B
Est. Revenue
$9.4M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STONEBROOK PRIVATE LLC
CRD
325434
SEC file #
801-127617
EIN
—
DBA names
—

Economics

AUM
$937.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$794.2M → $937.0M▲ +18%
Client mix
Individuals Other319
Individuals High Net Worth263
Charitable Organizations9
Pension Profit Sharing Plans3
Corporations2

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
NORTHVILLE MI
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
stonebrookprivate.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KNICKERBOCKER, TODD, DUNCAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KNICKERBOCKER, TODD, DUNCAN
Knickerbocker, Spencer, James
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STONEBROOKPRIVATE.COM
Rdap Domain Creation Date
2022-12-26T15:42:30Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3972
Soi Zip Pct 200k Plus
0.19
Soi Zip Returns 200k Plus
2,430
Soi Zip Total AGI
2,033,296
Fdic Zip Total Deposits
24,695,033,000
Fdic Zip Branch Count
352
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Comerica Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
Michigan National BankNorthville Township, MI
Michigan National BankLyon Township, MI
Fdic Zip HHI
1237.14
Fdic Zip Top Bank Share Pct
22.19
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-26T15:42:30Z
Rdap Domain Last Changed
2024-12-27T18:17:55Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,849
Returns2,920
Stub 2
AGI72,391
Returns1,940
Stub 3
AGI101,156
Returns1,630
Soi Zip Total Business Income
52,664
Soi Zip Total Cap Gains
117,482
Soi Zip Total Dividends
55,937
Soi Zip Total Returns
12,790
Top Owner CRD
1999505
Trust Company Affiliate
No

People (4)

4
KNICKERBOCKER, TODD, DUNCAN
IAR · Direct Owner · 87.5%
1999505
Knickerbocker, Spencer, James
IAR · Direct Owner · 17.5%
6363915
HIGGINS, ROSEANN
Executive Officer · 2.5%
2300684
MARK ANTHONY ZYWIOL
IAR
6645201