Colorado Springs, CO Office
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Brookwood Investment Group
Multi-team
Firm-wide stats for Brookwood Investment Group
About
Brookwood serves individual investors (including non‑HNW and high‑net‑worth clients), businesses, and employer‑sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm offers both discretionary and non‑discretionary management and may recommend or direct clients to third‑party managers and platforms as part of its service set.
Brookwood customizes portfolios through an initial assessment and investment policy statements, using passively managed, actively managed, tactically managed, and blended strategies as appropriate to client objectives. Advisors negotiate fees and may waive operational or custodian fees; the firm performs ongoing monitoring, due diligence on recommended managers, and implements a range of instruments (including options, structured notes, and private/unregistered investments) where suitable.
Several features distinguish Brookwood from many peers: it operates a network of proprietary partner offices under local “doing business as” names and maintains multiple affiliated businesses (an insurance agency, a compliance/legal services entity, and an affiliated CPA practice). The firm also maintains platform relationships—Estate Guru for attorney‑guided digital estate planning, StoneCastle’s FICA cash management program (Brookwood receives a referral fee), and UPTIQ for lending introductions (sharing referral compensation); Brookwood reported about $1.252 billion in AUM as of December 31, 2025 and was formed in 2021.
Based on Brookwood Investment Group
Expertise
Based on Brookwood Investment Group
Location
Colorado Springs CO
Advisors at this office
3
Advisors at this office
Otis B
Series 65
Colorado Springs, CO
Brookwood Investment Group
Otis Barnard is a financial advisor at Brookwood Investment Group in Colorado Springs, CO, with five years of industry experience. He holds a Series 65 credential and previously worked at Authentic Counsel, LLC Dba Wealthbuilders Investments and Andrew Wommack Ministries. Outside of his advisory role, Barnard assists with administrative duties for the Tricord Global Missions Society, a nonprofit organization. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, and tactical strategies and maintains multiple affiliated businesses alongside a network of partner offices.
Eldrick H
Series 65
Colorado Springs, CO
Brookwood Investment Group
Eldrick Hill is a financial advisor at Brookwood Investment Group based in Colorado Springs, CO. He holds a Series 65 designation and has worked at D&G Financial Services Inc. since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies and supports a team of 24 professionals.
Robin D
Series 66
Colorado Springs, CO
Brookwood Investment Group
Robin Depies is a financial advisor at Brookwood Investment Group with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Redwood Private Wealth LLC and Horter Investment Management, LLC. Depies is the owner and consultant of Heartfelt Financial Solutions, LLC, where he advises clients on financial habits, cash flow, and expense management. He also operates Confidence In Clarity, LLC, providing divorce coaching and planning services. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies and performs ongoing due diligence on managers while offering proprietary local partner offices and multiple affiliated businesses.
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