RIA Intel›Advisers›Georgia›BROOKE FOREST CAPITAL LLC

BROOKE FOREST CAPITAL LLC

Advisory

ALPHARETTA, GA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account

$254K

across 103 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

29 clients

9 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

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

AKPRIDE FINANCIAL, LLC

$26M

WEALTHCARE FINANCIAL GROUP, INC.

PEACHTREE CITY, GA

$26M

A.I.M. FINANCIAL GROUP, INC.

$27M

FISCO INVESTMENT MANAGEMENT, L.P.

$27M

FORDHAM FINANCIAL SERVICES, INC.

$27M

ACCESS PLANNING PARTNERS, LLC

$27M

Get the full picture on BROOKE FOREST CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BROOKE FOREST CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans