Brooks Financial Advisory Group,Inc.

Overview

Brooks Financial Advisory Group, Inc. is a small, individual-owned advisory corporation that provides non-discretionary portfolio management primarily for individuals, families and small businesses while also operating as an insurance broker. The firm’s advisory model emphasizes advice and client-directed implementation rather than discretionary portfolio management, and its fee arrangements combine a percentage of assets under management with fixed fees. Investment activity centers on public funds—chiefly mutual funds—and fixed income exposure through corporate debt. The firm does not position itself as an active ESG investor and it is not listed as a multi-state adviser or pension consultant. Given its size and client count, Brooks Financial Advisory Group appears oriented toward hands-on client service and straightforward, pooled-public-market solutions rather than large-scale capital allocation into private-market strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices