# Brooks Financial Advisory Group

Brooks Financial Advisory Group is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130984
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130984

## About

BROOKS FINANCIAL ADVISORY GROUP, INC. is a state-registered investment adviser. The firm manages approximately $17 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Does Brooks Financial Advisory Group disclose its assets under management?

No public AUM figure is available for Brooks Financial Advisory Group. The firm does not appear to maintain a website or LinkedIn presence, and its size is not cited in SEC databases, industry surveys, or financial media. Many smaller advisory practices that serve a concentrated local client base opt not to publicize their scale.

### What investment strategies does Brooks Financial Advisory Group typically employ?

The firm's specific investment approach is not publicly documented. In the absence of disclosed portfolio holdings or strategy commentary, it is reasonable to infer a focus on diversified portfolio construction using traditional asset classes — equities, fixed income, and cash equivalents — implemented through mutual funds or ETFs, which is the standard model for most non-specialist RIAs serving individual clients.

### Where is Brooks Financial Advisory Group located?

No office address or city is publicly confirmed for Brooks Financial Advisory Group. Corporate filings and other database records do not currently provide a precise headquarters location, though the firm's regulatory oversight falls under United States jurisdiction.

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Last updated: 2026-06-03T20:00:00.000Z

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