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Stabile Investment Management
Brian Wilson founded Stabile Investment Management in 2008 after a 24-year career as a fiduciary in bank trust and investment management roles, culminating in...
Stabile Investment Management
Brian Wilson founded Stabile Investment Management in 2008 after a 24-year career as a fiduciary in bank trust and investment management roles, culminating in a stint at Bank of America's Private Wealth Management division that he left in 2004. The firm's origin is a deliberate break from the product-sales culture he encountered there, built instead around discretionary and non-discretionary portfolio management for high-net-worth individuals. The firm operates from Downers Grove, Illinois, as an independent registered investment adviser with no affiliation to a larger financial institution. Stabile draws from a broad universe of investments — the firm's website emphasizes it is not limited to a prescribed list — and constructs portfolios that pair judgment with financial research across public equities, fixed income, and alternative assets. The firm exercises full discretion over client accounts while also accommodating non-discretionary advisory relationships. No specific portfolio companies or funds have been publicly disclosed, though the firm's posture suggests a multi-asset approach with an emphasis on long-term, goals-based allocation rather than tactical trading. The firm remains deliberately lean, with Brian Wilson joined by his sons Adam and Ben Wilson as partners in 2025, signaling a generational transition that preserves the firm's independence and fiduciary ethos. Adam Wilson brings a background in corporate finance, while Ben Wilson contributes experience in aerospace engineering and quantitative analysis. Stabile does not disclose its assets under management or total client count. Stabile's independence is its structural differentiator: the firm has no external shareholders, no proprietary products to sell, and no commission-based compensation. This architecture eliminates the incentive conflicts that drove its founder to leave private banking, creating an advisory model where investment selection is guided solely by internal research and client-specific goals rather than distribution mandates or revenue targets.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Downers Grove
Corporate office
Downers Grove, IL, United States
Principals
Brian Wilson
Founder
Adam Wilson
Partner
Ben Wilson
Investment Manager
Frequently asked questions
Who runs investment decisions at Stabile Investment Management?
Founder Brian Wilson leads investment decisions, drawing on more than 40 years of fiduciary experience in bank trust and investment management roles. In 2025, his sons Adam and Ben Wilson joined as partners, with Ben serving as Investment Manager while pursuing the CFA designation. The firm operates as a tight-knit team without a separate investment committee beyond the three principals.
How is Stabile compensated, and does it have any product-related conflicts?
Stabile states it has no commissions, no sales goals, and no proprietary products to sell, positioning itself as fee-only and independent. The firm's founder left Bank of America's Private Wealth Management division specifically to escape what he described as relentless pressure to sell products rather than make thoughtful, long-term investment decisions. The firm's ADV filings would confirm its exact fee structure, but its public posture is explicitly anti-commission.
What is Stabile's approach to portfolio construction?
The firm describes its process as combining judgment with financial research to deliver personalized advice, drawing from what it calls the broadest possible universe of accessible investments rather than a restricted platform. It offers both discretionary portfolio management — where Stabile makes buy/sell decisions — and non-discretionary advisory services where the client retains final authority. The firm emphasizes long-term, goals-based allocation designed to weather market cycles.
How is Stabile structured for succession?
In 2025, founder Brian Wilson formalized succession by bringing his sons Adam and Ben into the partnership. Adam handles client relationships informed by a corporate finance background, while Ben contributes quantitative analysis and portfolio construction skills alongside his aerospace engineering experience. This family transition is designed to preserve the firm's independence and fiduciary ethos beyond Brian Wilson's tenure.
Does Stabile serve institutional clients or only individuals?
Stabile's regulatory disclosures describe its client base as high-net-worth individuals, and its website language focuses entirely on personal financial planning and investment guidance for individuals and families. There is no public indication of institutional separate accounts, pension fund mandates, or pooled vehicle management.
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