BROCK HILL WEALTH MANAGEMENT

Overview

Brock Hill Wealth Management is an independent registered investment adviser operating as a corporation that serves individual and family clients. The firm combines financial planning with active portfolio management for individuals, small businesses and institutions, and it offers pension consulting services. Its advisory fees are billed through a mix of percentage-of-AUM arrangements, hourly charges and fixed fees, giving flexibility for one-off engagements and ongoing relationships. Investment activity is centered on liquid, exchange-traded securities but the firm also allocates to a broad set of alternative strategies. Brock Hill runs primarily discretionary mandates—managers have authority to trade on clients’ behalf—and it appears comfortable blending separately managed accounts and pooled fund exposures to construct diversified client portfolios. The firm is not positioned as an ESG-specialist and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices