RIA Intel›Advisers›Maine›BLACK BROOK FINANCIAL PLANNING, LLC

BLACK BROOK FINANCIAL PLANNING, LLC

Advisory

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$475K

across 83 accounts

AUM per adviser

$39M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$39M

Discretionary %

96%

Clients

38

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$39M

Discretionary AUM$38M

Non-Discretionary AUM$2M

Discretionary %96%

Total Clients38

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

38 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

ABLE MONEY LLC

$39M

SMI MANAGEMENT & RESEARCH LLC

DAMARISCOTTA, ME

$40M

+5.3% 1Y

TD BANKNORTH, N.A.

PORTLAND, ME

$40M

0.0% 1Y

DIRIGO FINANCIAL LLC

$41M

BIRCH POINT WEALTH MANAGEMENT LLC

ROCKPORT, ME

$41M

NORTH HAVEN FINANCIAL LLC

$36M

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