Brockelsby Investment Services

Overview

Brockelsby Investment Services is a sole proprietorship registered as an independent registered investment adviser that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements rather than relying on commission-based compensation. The adviser does not report active ESG investing, multi-state adviser status, or roles such as pension consulting or capital allocator. The business appears small and client-focused, operating under a domestic ownership structure and delivering traditional planning and portfolio services rather than institutional or wholesale manager-of-managers solutions.

Assets & Accounts

Investments & Alternatives