A complete list of active advisors currently associated with Stock Pro

Warmer can help you find a great advisor at Stock Pro or one who fits your needs even better.

Stock Pro (Brockman Capital Management, LLC) provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts and certain retirement plans, and it also offers a public subscription research service. The firm makes standardized estate‑planning forms available through a client portal and functions as an insurance broker/agent in addition to its advisory activities. The firm uses model portfolios and a tiered service structure, with a Pro Account that applies machine‑learning models and actively managed options strategies and a Standard Account focused on strategic asset allocation; advisors monitor accounts on an ongoing basis and may trade on margin where suitable. For accounts held at Interactive Brokers the firm permits direct, spot holdings of digital assets that are custodied through a separate trust arrangement, and it uses derivatives (options) within separately managed Pro Account strategies. Distinctive features include a paid subscription and periodical offering (five named model subscriptions and accompanying market commentary) and the principal’s education and outreach activities — teaching and running an education‑technology business and presenting seminars or workshops — which the firm discloses alongside its advisory services. The firm also discloses an insurance affiliation and commission relationships and maintains staff beyond a sole practitioner, with written policies and disclosures intended to address the resulting conflicts.

To learn more about the advisors currently working at Stock Pro, 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.