A complete list of active advisors currently associated with Brooke Forest Capital LLC
Warmer can help you find a great advisor at Brooke Forest Capital LLC or one who fits your needs even better.
Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, with ongoing portfolio management and financial planning. The firm manages roughly $26.15 million across 29 client relationships, operates as a single-advisor practice with no additional staff, and does not impose an account minimum. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement, generally seeks discretionary trading authority, and employs a mix of analytic approaches—fundamental, quantitative, technical/charting, cyclical analysis, and modern portfolio theory—across both long- and short-term trading horizons. While equities are the primary recommendation, portfolios may include mutual funds, ETFs (including precious-metal ETFs), fixed income and TIPS, real estate funds/REITs, annuities, commodities, non-U.S. securities, private placements and venture capital, and BFCLLC maintains policies to allocate limited-availability opportunities (e.g., IPOs) equitably. Noteworthy distinctions include that the firm’s representative is a licensed insurance agent who may receive compensation for insurance product sales, a disclosed conflict of interest, and the firm requires clients to custody assets at Schwab Institutional, through which it may receive research and other institutional services. BFCLLC does not participate in wrap fee programs, does not accept performance-based fees, and does not aggregate trades for multiple client accounts, a practice that can affect execution and pricing.
To learn more about the advisors currently working at Brooke Forest Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alpharetta, GA
| 8
|
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