# Brookwood Financial Services

Brookwood Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/99114740

## Regulatory record

- **CRD number:** 329624
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329624

## About

BROOKWOOD FINANCIAL SERVICES is a state-registered investment adviser in OSCODA, MI. The firm manages $266,000 in assets, with $14,000 managed on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- John B. Levy — Founder

## Questions

### How does Brookwood source its real estate deals?

Brookwood sources primarily through regional operator relationships and off-market negotiations rather than broadly marketed processes. The firm's multi-decade presence in mid-Atlantic and Southeastern property markets gives it access to transactions where sellers prioritize certainty of close over the highest nominal bid. This relationship-based model is characteristic of family offices that can bypass traditional brokerage-led auctions.

### Which regions does Brookwood target for acquisitions?

Brookwood's investment footprint is concentrated in the Eastern United States, with a particular emphasis on the mid-Atlantic and Southeast. Specific submarkets include workforce housing in growing secondary cities and suburban office parks in regions with favorable demographic trends. The firm avoids gateway-city trophy assets in favor of granular, cash-flowing deals in less competitive markets.

## Related profiles

- [REFLECTIVE FINANCIAL](https://altss.com/profile/reflective-financial)
- [Wallick Wealth Management](https://altss.com/profile/wallick-wealth-management)

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Last updated: 2026-07-06T01:24:13.139Z

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