RIA Intel›Advisers›Michigan›THE BROCK GROUP, LLC

THE BROCK GROUP, LLC

Advisory

PLYMOUTH, MI

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in MI
#412
of 521 advisers by AUM
Average account
$205K
across 458 accounts
AUM per adviser
$94M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$94M
Discretionary %
94.6%
Clients
253
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$94M
Discretionary AUM$89M
Non-Discretionary AUM$5M
Discretionary %94.6%
Total Clients253
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

NORTHSTAR FINANCIAL PARTNERS, INC.
TROY, MI
$94M
-13.0% 1Y
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
GRAND RAPIDS, MI
$93M
LABOR-MANAGEMENT FUND ADVISORS,L.L.C.
TROY, MI
$95M
COPPER BEECH TREE LLC
BLOOMFIELD HILLS, MI
$95M
-52.3% 1Y
STEWARD CAPITAL MANAGEMENT, INC.
BLOOMFIELD HILLS, MI
$95M
-16.5% 1Y
PROSPERITY WEALTH STRATEGIES LLC
BLOOMFIELD HILLS, MI
$95M

Get the full picture on THE BROCK GROUP, LLC

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

Create a free account →See plans