Clearbrook Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clearbrook Investment Management is a state-registered advisory firm that provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. As of 12/31/2025 the brochure reports the firm manages approximately $23.2 million on a discretionary basis across about 158 accounts and provides services to additional non‑discretionary accounts.
The firm combines fundamental and technical analysis and uses quantitatively driven investment systems across a range of model portfolios, including short‑term, conservative, long‑term balanced, aggressive, a concentrated “Kinetic” sleeve, and an equity‑focused “Fairhaven” option; holdings may include individual stocks, mutual funds, ETFs and tactical allocations. Clearbrook’s disclosure notes that some strategies may employ leveraged or inverse ETFs and exchange‑traded notes, and it highlights the material risks those instruments carry.
Distinctive features disclosed in the brochure include that the advisory team includes a certified public accountant and that representatives may be licensed insurance agents, each representing potential conflicts of interest that the firm says it addresses through disclosure and supervision. The firm also discloses significant outside consulting activity by a principal and that it acts as a solicitor for another advisory group, which are operational factors prospective clients may consider when evaluating adviser availability and referral relationships.
Client services
Expertise
Fee options
Financial planning fees usually $500 - $2,000 based on the plan specifics.
$0 - $499,999: 1.2% annually for Short-Term, Conservative, Fairhaven portfolios; 1.4% annually for Long-Term Balanced and Aggressive portfolios; 1.6% annually for Kinetic Investment portfolio; 0.25% annually for Altruist Cash $500,000 - $999,999: 1.0% annually for Short-Term, Conservative, Fairhaven portfolios; 1.2% annually for Long-Term Balanced and Aggressive portfolios; 1.4% annually for Kinetic Investment portfolio; 0.25% annually for Altruist Cash $1,000,000+: 0.8% annually for Short-Term, Conservative, Fairhaven portfolios; 1.0% annually for Long-Term Balanced and Aggressive portfolios; 1.2% annually for Kinetic Investment portfolio; 0.25% annually for Altruist Cash
Your Personal CFO service at $250/hour.
Minimum fee: Minimum quarterly management fee of $100 for managed portfolios; minimum quarterly fee of $25 for Altruist Cash accounts. Fee-only: Financial planning fees range from $500 to $2,000 flat fee; Your Personal CFO service at $250/hour.
Main office
Bellingham WA
Advisors at this office
3
Most active in
Texas · Washington
Also doing business as
Clearbrook Investment Management, LLC · Evergreen Investment Management, LLC · Integris Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Matthew A
Series 63, Series 65
Bellingham, WA
Clearbrook Investment Management, LLC
Matthew Atkins is a financial advisor at Clearbrook Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearbrook since 2015. Outside of his advisory role, Atkins serves as an associate pastor at Mosaic Church in Bellingham, where he has been active since 2006, and he is involved in teaching and speaking engagements with various educational and religious organizations. Clearbrook Investment Management is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis alongside quantitatively driven investment models across various risk profiles and asset types.
Shara P
Series 66
Bellingham, WA
Clearbrook Investment Management, LLC
Shara Pagels is a financial advisor with Clearbrook Investment Management, LLC, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Avlon Financial since 2017 and has been with Clearbrook Investment Management and Full Point Designed Services since 2016. Outside of her advisory role, she owns Full Point Designed Services, LLC, which provides accounting and tax preparation services. Clearbrook Investment Management is a state-registered firm offering discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitatively driven investment systems across various model portfolios.
Benjamin S
Series 63, Series 65
Bellingham, WA
Clearbrook Investment Management, LLC
Benjamin Scellick is a financial advisor at Clearbrook Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearbrook since 2014. Outside of his advisory role, he is involved in business consulting through Finance & Resource Management Consultants, Inc., and serves as treasurer for Hillcrest Chapel. Clearbrook Investment Management is a state-registered advisory firm that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis with quantitatively driven investment systems across diverse model portfolios.
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