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BROOKS INVESTMENT ADVISORY SERVICE

Advisory

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$3M

across 6 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

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

11 clients

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

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Advisers of similar size in IN

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

GENTRY FINANCIAL, LLC

$21M

MIGRATION WEALTH MANAGEMENT, LLC

$21M

NEXT ADVENTURE FINANCIAL LLC

$21M

CFWM, LLC

$21M

TWO FISH MANAGEMENT, LLC

$20M

-73.4% 1Y

AUSTIN FINANCIAL STRATEGIES, INC.

INDIANAPOLIS, IN

$20M

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