Crystal Brook Advisors

Overview

Crystal Brook Advisors is a small, independent registered investment adviser that operates as an individual-owned LLC and positions itself as a capital allocator to both individuals/families and select institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers with insurance brokerage services and educational workshops. Its fee schedule is mixed — percentage of AUM supplemented by hourly and fixed-fee arrangements — which supports both one-off planning engagements and advisory relationships. Investment activity at Crystal Brook leans toward equity-centric portfolios implemented on a non‑discretionary basis, with the firm favoring exchange‑traded instruments for the core sleeve of client portfolios. The adviser also integrates traditional mutual funds and annuities where appropriate and allocates to alternative strategies through external managers, using hedge funds, direct real estate exposure, and REITs to provide diversification and return streams that sit outside the public equity/fixed-income mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices