Mark Vincent
Stonebrook Capital Management · Oak Park, Illinois
Mark Vincent is a fee-only financial advisor at Stonebrook Capital Management in Oak Park, Illinois, who holds the CFA credential. Stonebrook Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stonebrook Capital Management |
|---|---|
| Based in | Oak Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.3M across 219 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO, IL · CRD 2050275 |
| Exams passed | Series 63 (2002) · Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | stonebrookdw.com |
| Profile |
How Mark's firm compares
- Stonebrook Capital Management's average account is about $321,000, from its Form ADV (assets managed divided by 219 accounts).
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Questions about Mark
Is Mark Vincent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Stonebrook Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Stonebrook Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Vincent based?
Mark Vincent is based in Oak Park, Illinois.
What credentials does Mark Vincent hold?
Mark Vincent holds the CFA credential.
Is Mark Vincent registered with the SEC?
Yes. Mark Vincent is registered as an investment adviser representative in CA, CO and IL (CRD 2050275), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonebrook Capital Management manage?
Stonebrook Capital Management reports $70.3M across 219 accounts in assets under management.
How do I contact Mark Vincent?
Through Mark's website, stonebrookdw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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