Brooks Investment Advisory Service

Overview

Brooks Investment Advisory Service is a small, owner-operated registered advisory structured as a limited liability company. The firm’s mandate centers on discretionary portfolio management for individual clients, families and small businesses, using a percentage-of-AUM fee model. Investment activity is tilted toward publicly traded equities; the firm’s stated preference is equities, with portfolio construction built around exchange-traded instruments and supplemental mutual fund exposure. Brooks is not organized as a capital allocator and does not position itself as an active ESG investor or pension consultant. It operates as a single-state adviser under individual ownership and focuses on direct client portfolio management rather than multi-adviser or allocator roles.

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Public Holdings

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Location & Offices