BROOKHOUSE ADVISORS

RIASEC Registered

Total AUM

$33.6M

Discretionary

$21.7M

64% of AUM

Avg account

$171K

Accounts

196

Employees

Advisory reps

Firm details

Headquarters: MEADVILLE, Pennsylvania
CRD number: 287837
Website: www.brookhouseadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans35.53%
Individuals35.23%
HNWI25.74%
Charitable Organizations3.51%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Brookhouse Advisors is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm provides continuous portfolio management alongside financial planning and pension consulting services for individuals, small businesses and family clients. Brookhouse charges a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements and manages both discretionary and non-discretionary relationships. Investment activity at the firm is concentrated in pooled public funds and mutual funds rather than direct private placements. Brookhouse does not operate as a capital allocator to proprietary vehicles and is not identified as an active ESG investor. The firm’s portfolio construction emphasizes diversified mutual-fund-based exposures for core equity and fixed-income allocations, with advisory work tailored to smaller client accounts and retirement-plan consulting needs.