$239.7M Total AUM
$238.0M Disc. AUM
17.1% 3Y CAGR
3 Employees
120 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 01-07-2002
- Office Locations
- 1
Office Locations
641 President Street Suite 106 Brooklyn NY
About Brewster Financial Planning LLC
Brewster Financial Planning LLC is a Brooklyn, NY fee-only fiduciary RIA providing investment management plus retirement and comprehensive financial planning. Portfolios are primarily ETF-based, with additional use of public funds. Serves both retail and institutional relationships and custodians at Charles Schwab, with no commissions or referral fees.
Team overview
-- AVG AGE
$79.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
24yrs Firm Age
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Asset Classes
Summit Vital
Client Personas
Catalyst summit
Custodian
Pioneer
Investment Themes
Vertex North matrix Capital
Investment Vehicles
Insight insight
Services
Bridge optima Beacon signal Frontier timber Harbor pioneer Beacon Vector atlas
Technology
Vector north
Owner & Executives
CHARLES ERSKINE SCOTT BREWSTER
Chief Compliance Officer, Managing Member
- CRD
- #4643367
- Ownership
- 75% or more
(765) 846-9395
unison.ridge@catalystcapital.com
in linkedin.com/in/oak-timber
Showing 1 of 1 owners & executives
Unlock allContacts
E
Edwin Laurence Adams
Financial Planner
- CRD
- #7881214
(919) 294-3624
delta.alpha@northcapital.com
in linkedin.com/in/oak-atlas
W
Wen Jie Lin-Ham
Financial Advisor, General Partner
- CRD
- #7347884
(437) 791-3011
eagle.focus@alphacapital.com
in linkedin.com/in/beacon-pioneer
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,998,138 | $379,582 |
| Non-Discretionary | $1,736,493 | $347,299 |
| Total | $239,734,631 | $379,327 |
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Separately Managed Accounts
Total SMA Asset: $239,734,631
Equity - Exchange:
52.8% Public Funds:
33.9% Cash:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,709,211,344 | 52.8% |
| Public Funds | $3,023,527,738 | 33.9% |
| Cash | $1,186,221,797 | 13.3% |
| Total | $8,918,960,879 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA FUSION | HARBOR OAK | FHUGWK9AT | AZT | 10.23% | $9,487,410 |
| FOUNDATION VITAL | SIGNAL BEACON | NCZT8ZMP0 | EICV | 11.31% | $55,424,261 |
| LEGACY INSIGHT FOCUS | QUANTUM RIDGE | SMWQ8T2JY | FBWE | 4.78% | $109,316,787 |
| ATLAS PATHWAY RADIAL | PIONEER TIMBER | MBUQ27N2O | ZQMS | 8.95% | $42,680,853 |
| ZENITH SIGNAL VALUE | TIMBER SIGNAL | G3QGCY80Q | ITV | 9.38% | $90,931,794 |
| PEAK ELEMENT TIMBER | FOUNDATION RIDGE | 8NZP2WDUW | XWL | 7.67% | $44,173,127 |
| ATLAS ELEMENT | EMBER MOMENTUM | 1OP9MX615 | WPI | 10.20% | $97,922,163 |
| QUANTUM BRIDGE ALPHA | BRIDGE CREST | BHX4Q1CST | AKXI | 9.07% | $94,698,249 |