RIA Intel›Advisers›South Carolina›BROCKELSBY INVESTMENT SERVICES

BROCKELSBY INVESTMENT SERVICES

Advisory

SC

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$949K

across 7 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$1M

Non-Discretionary AUM$6M

Discretionary %15.8%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InSC

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

7 clients

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

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Advisers of similar size in SC

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

SHERMAN FINANCIAL & WEALTH MANAGEMENT LLC

DANIEL ISLAND, SC

$7M

WILSON DAVID CORPORATION

$7M

THE BRIDGE FINANCIAL ADVISORS LLC

$7M

H I MANAGEMENT SERVICES INC.

$6M

ENVEST ADVISORS, LLC

MYRTLE BEACH, SC

$7M

INTREPID EAGLE FINANCE LLC

$6M

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