Investment adviser · CRD 222520
GOLDSTONE FINANCIAL GROUP, LLC
Investment adviser filing (IA)
OAKBROOK TERRACE, IL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.05B Form ADV · Item 5.F
- Client accounts
- 4,448 Accounts, not individual clients
- Employees
- 43 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,467 | $588,693,644 | 55.9% |
| High-net-worth individuals | 208 | $465,348,281 | 44.1% |
Filing source
Form ADV 2089742 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
18W140 BUTTERFIELD ROAD, 16TH FLOOROAKBROOK TERRACE, IL, 60181, United States
CRD 222520
Filing source
Form ADV 2089742 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.