Springbrook Financial, LLC

Overview

Springbrook Financial, LLC is an independent registered investment adviser focused on individuals and families. The firm runs a fee model that combines a percentage-of-AUM component with fixed fees and delivers financial planning, portfolio management for individual and small-business clients, and manager selection services. Their filings show an equity-first posture: exchange-traded equities are the dominant asset type and the stated preference is equities rather than cash or fixed income. Springbrook identifies as a capital allocator, meaning it can place client capital with third-party managers when appropriate, though its public disclosures do not list named external alternative managers. The firm does not present itself as an active ESG investor and operates on a primarily non‑discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices