RIA Intel›Advisers›Washington›CLEARBROOK INVESTMENT MANAGEMENT, LLC

CLEARBROOK INVESTMENT MANAGEMENT, LLC

Advisory

Data as of Jan 10, 2026 · Source: SEC Form ADV

Average account

$137K

across 174 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 10, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$24M

Discretionary AUM$23M

Non-Discretionary AUM$628K

Discretionary %97.4%

Total Clients113

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

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

113 clients

35 high-net-worth

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

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