Stabile Investment Management

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Client assets under management

$96,300,000

Clients

83% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$4,186,957

About

Stabile Investment Management primarily serves individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management along with on‑demand investment consulting. The firm works with personal accounts, IRAs, trusts and similar vehicles and monitors portfolios on an ongoing basis with periodic reviews.

Its investment process is documented with an Investment Policy Statement that guides asset allocation among stocks, bonds, alternatives and cash, with an emphasis on diversification and fundamental analysis for individual securities and the use of ETFs and no‑load mutual funds for broad exposure. Portfolios are reviewed quarterly and at least annually with clients; the firm generally does not participate in IPOs, SPACs or cryptocurrencies and allows documented client restrictions on trading.

The firm is run by a single principal who is the sole employee and who personally reviews and supervises all client accounts, a structure that is less common among supported firms. Operationally, the adviser uses a single custodial broker relationship, maintains a written Code of Ethics and proxy‑voting procedures, and does not engage in soft‑dollar, principal or cross‑trading arrangements.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Fee options

Percentage

$0 - $999,999: 1.15% $1,000,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $6,000,000: 0.50% $6,000,000 - $7,000,000: 0.45% $7,000,000+: 0.40%

Project-based

$200 per hour for investment consulting services

Other

Account minimum: $5,000 minimum annual fee Minimum fee: Minimum annual fee of $5,000 Fee-only: Investment consulting services at $200 per hour, no minimum, using half-hour increments

Main office location

Stabile Investment Management

Downers Grove IL, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 630-322-7900

Advisors at this firm

Adam W

Series 65

Downers Grove, IL

Stabile Investment Management

Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. His prior work includes roles at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement, regularly reviews portfolios, and generally avoids IPOs, SPACs, and cryptocurrencies.

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Brian W

Series 65

Downers Grove, IL

Stabile Investment Management

Brian Wilson is a financial advisor at Stabile Investment Management with 18 years of industry experience. He holds a Series 65 designation and has worked with the firm since 2008. Prior to that, he was affiliated with Financial Solutions Advisory Group beginning in 2004. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with on-demand investment consulting. The firm emphasizes diversification and fundamental analysis guided by an Investment Policy Statement, reviews portfolios quarterly, and generally avoids IPOs, SPACs, and cryptocurrencies.

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Benjamin W

Series 65

Chicago, IL

Stabile Investment Management

Benjamin Wilson is a financial advisor at Stabile Investment Management in Chicago, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Aerotek, North American Derivatives Exchange, Crypto.com, and The Small Exchange. Stabile Investment Management primarily serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and on-demand investment consulting. The firm emphasizes diversification and fundamental analysis, using ETFs and no-load mutual funds while generally avoiding IPOs, SPACs, and cryptocurrencies.

Wealth management Passive / index investing Active portfolio management Private / alternative investments

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