BROOKE FOREST CAPITAL LLC

Overview

Brooke Forest Capital LLC operates as an independent registered investment adviser serving individual and family clients. The firm leans on a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, which supports both ongoing portfolio management and standalone planning work. Investment activity centers on public investment vehicles as the primary building blocks of client portfolios, supplemented by selective allocations to private-market strategies. The firm does not position itself as an ESG-focused manager and is structured to serve a concentrated client base rather than a broad, multi-state retail footprint. Brooke Forest Capital’s advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. With an owner-type classified as individual, the adviser appears to maintain a compact operating model that pairs customized planning with outsourced or third-party fund solutions for more complex needs such as private placements and real estate investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices