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GOLDSTONE FINANCIAL GROUP, LLC

OAKBROOK TERRACE, IL · CRD 222520 · IAPD ↗ · 630-620-9300

$1.05BRegulatory AUM
13Advisory reps
43Employees
0Clients
More than 500Planning clients
0Private funds
10States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — GOLDSTONE FINANCIAL GROUP, LLC now reports custody of client assets ($212.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
78
April 2026 — GOLDSTONE FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — GOLDSTONE FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($917.5M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
January 2026 — GOLDSTONE FINANCIAL GROUP, LLC changed its website from crunchbase.com to anthony-pellegrino.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
January 2026 — GOLDSTONE FINANCIAL GROUP, LLC added office(s): 14 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — GOLDSTONE FINANCIAL GROUP, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
October 2024 — GOLDSTONE FINANCIAL GROUP, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
July 2024 — GOLDSTONE FINANCIAL GROUP, LLC changed its website from pinterest.com to goldstonefinancialgroup.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
June 2024 — GOLDSTONE FINANCIAL GROUP, LLC changed its website from goldstonefinancialgroup.com to pinterest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
June 2024 — GOLDSTONE FINANCIAL GROUP, LLC added office(s): 9 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — GOLDSTONE FINANCIAL GROUP, LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2024 — GOLDSTONE FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($426.9M -> $503.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.