A complete list of active advisors currently associated with McBroom & Associates, LLC

Warmer can help you find a great advisor at McBroom & Associates, LLC or one who fits your needs even better.

McBroom & Associates provides discretionary, fee‑based portfolio management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. The firm manages about $242 million in client assets across roughly 110 accounts, generally charging percentage‑of‑AUM fees and typically requiring a $1,000,000 minimum (which the firm may waive in its discretion). The firm's investment process combines fundamental analysis rooted in Benjamin Graham and David Dodd principles and a founder‑developed screening method with technical analysis used to refine market timing; securities are generally intended to be held for a year or longer. Portfolios are customized to client objectives, tax considerations, and liquidity needs, and the firm explicitly states it does not use AI tools in its investment decision‑making. Notable features include a small advisory team managing a relatively large asset base, which produces higher average assets per client and can result in more concentrated client accounts where single holdings may temporarily exceed target allocations. The firm employs a broad range of instruments — including ETFs/ETNs (which may be leveraged or inverse), ADRs, municipal and government bonds — and discloses no soft‑dollar arrangements, no broker‑dealer affiliations, and the use of standing letters of instruction to facilitate certain limited custody transfers.

To learn more about the advisors currently working at McBroom & Associates, 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.