GOLDSTONE FINANCIAL GROUP, LLC
CRD #222520 SEC #801-99350 OAKBROOK TERRACE, IL 630-620-9300
SEC Registered
Total AUM
$917.5M
Discretionary
$917.5M
Employees
11
Clients
1
Accounts
4,083
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $917.5M | $917.5M | $0 | 11 | 0 |
| Jul 2025 | $917.5M | $917.5M | $0 | 11 | 0 |
| Jun 2025 | $852.8M | $852.8M | $0 | 13 | 0 |
| Mar 2025 | $797.5M | $797.5M | $0 | 13 | 0 |
| Jan 2025 | $817.3M | $817.3M | $0 | 13 | 0 |
| Dec 2024 | $755.2M | $755.2M | $0 | 12 | 0 |
| Oct 2024 | $662.4M | $662.4M | $0 | 12 | 0 |
| Sep 2024 | $662.4M | $662.4M | $0 | 12 | 0 |
| Jun 2024 | $557.2M | $557.2M | $0 | 10 | 0 |
| May 2024 | $557.2M | $557.2M | $0 | 10 | 0 |
| Apr 2024 | $557.2M | $557.2M | $0 | 10 | 0 |
| Mar 2024 | $529.9M | $529.9M | $0 | 10 | 0 |
| Mar 2024 | $529.9M | $529.9M | $0 | 10 | 0 |
| Feb 2024 | $503.5M | $503.5M | $0 | 9 | 0 |
| Oct 2023 | $426.9M | $426.9M | $0 | 8 | 0 |
| Jul 2023 | $426.9M | $426.9M | $0 | 8 | 0 |
| Jun 2023 | $400.1M | $400.1M | $0 | 8 | 0 |
| Mar 2023 | $375.5M | $375.5M | $0 | 8 | 1,515 |
| Feb 2023 | $350.5M | $350.5M | $0 | 8 | 1 |
| Jan 2023 | $350.5M | $350.5M | $0 | 8 | 1 |
| Jan 2023 | $328.7M | $328.7M | $0 | 8 | 1 |
| Oct 2022 | $328.7M | $328.7M | $0 | 8 | 1 |
| Aug 2022 | $328.7M | $328.7M | $0 | 8 | 1 |
| Jul 2022 | $300.6M | $300.6M | $0 | 8 | 1 |
| Apr 2022 | $300.6M | $300.6M | $0 | 8 | 1 |
| Feb 2022 | $298.5M | $298.5M | $0 | 8 | 1 |
| Jan 2022 | $298.5M | $298.5M | $0 | 8 | 1 |
| Jan 2022 | $298.5M | $298.5M | $0 | 8 | 1 |
| Dec 2021 | $278.1M | $278.1M | $0 | 8 | 1 |
| Aug 2021 | $250.2M | $250.2M | $0 | 7 | 1 |
| Jul 2021 | $227.1M | $227.1M | $0 | 7 | 1 |
| Apr 2021 | $200.4M | $200.4M | $0 | 7 | 1 |
| Mar 2021 | $197.7M | $197.7M | $0 | 7 | 1 |
| Jun 2020 | $138.9M | $138.9M | $0 | 6 | 1 |
| Mar 2020 | $138.9M | $138.9M | $0 | 6 | 1 |
| Feb 2020 | $138.9M | $138.9M | $0 | 6 | 1 |
| Dec 2019 | $135M | $135M | $0 | 6 | 0 |
| Apr 2019 | $94M | $94M | $0 | 6 | 0 |
| Jan 2019 | $94M | $94M | $0 | 6 | 0 |
| Oct 2018 | $111.7M | $111.7M | $0 | 5 | 0 |
| Oct 2018 | $111.7M | $111.7M | $0 | 5 | 0 |
| Jun 2018 | $111.7M | $111.7M | $0 | 4 | 0 |
| Mar 2018 | $111.7M | $111.7M | $0 | 3 | 0 |
| Apr 2017 | $130M | $130M | $0 | 3 | 1,600 |
| Apr 2017 | $130M | $130M | $0 | 3 | 1,600 |
| Feb 2017 | $130M | $130M | $0 | 3 | 1,600 |
| May 2016 | $130M | $130M | $0 | 3 | 700 |
| May 2016 | $130M | $130M | $0 | 2 | 700 |
| Jan 2016 | $127M | $127M | $0 | 2 | 0 |
| Jan 2016 | $127M | $127M | $0 | 2 | 0 |
| Nov 2015 | $0 | $0 | $0 | 2 | 0 |
| Nov 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Aug 2015 | $0 | $0 | $0 | 2 | 0 |
| Jul 2015 | $0 | $0 | $0 | 2 | 0 |
| Jul 2015 | $0 | $0 | $0 | 2 | 0 |
| Jun 2015 | $0 | $0 | $0 | 2 | 0 |
| May 2015 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$917.5M
Discretionary$917.5M
Non-Disc.$0
Employees11
Clients0
DateJul 2025
Total AUM$917.5M
Discretionary$917.5M
Non-Disc.$0
Employees11
Clients0
DateJun 2025
Total AUM$852.8M
Discretionary$852.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$797.5M
Discretionary$797.5M
Non-Disc.$0
Employees13
Clients0
DateJan 2025
Total AUM$817.3M
Discretionary$817.3M
Non-Disc.$0
Employees13
Clients0
DateDec 2024
Total AUM$755.2M
Discretionary$755.2M
Non-Disc.$0
Employees12
Clients0
DateOct 2024
Total AUM$662.4M
Discretionary$662.4M
Non-Disc.$0
Employees12
Clients0
DateSep 2024
Total AUM$662.4M
Discretionary$662.4M
Non-Disc.$0
Employees12
Clients0
DateJun 2024
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees10
Clients0
DateMay 2024
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$529.9M
Discretionary$529.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$529.9M
Discretionary$529.9M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$426.9M
Discretionary$426.9M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$426.9M
Discretionary$426.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$400.1M
Discretionary$400.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees8
Clients1,515
DateFeb 2023
Total AUM$350.5M
Discretionary$350.5M
Non-Disc.$0
Employees8
Clients1
DateJan 2023
Total AUM$350.5M
Discretionary$350.5M
Non-Disc.$0
Employees8
Clients1
DateJan 2023
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees8
Clients1
DateOct 2022
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees8
Clients1
DateAug 2022
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees8
Clients1
DateJul 2022
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees8
Clients1
DateApr 2022
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees8
Clients1
DateFeb 2022
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees8
Clients1
DateJan 2022
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees8
Clients1
DateJan 2022
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees8
Clients1
DateDec 2021
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees8
Clients1
DateAug 2021
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees7
Clients1
DateJul 2021
Total AUM$227.1M
Discretionary$227.1M
Non-Disc.$0
Employees7
Clients1
DateApr 2021
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees6
Clients1
DateFeb 2020
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees6
Clients1
DateDec 2019
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients1,600
DateApr 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients1,600
DateFeb 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients1,600
DateMay 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients700
DateMay 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients700
DateJan 2016
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees2
Clients0
DateJan 2016
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees2
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0