$87.0M Total AUM
$84.0M Disc. AUM
-- 3Y CAGR
2 Employees
71 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2023
- Office Locations
- 3
Office Locations
-- Bourne3 MA
-- Newton MA
-- Wilmington NC
About Brock Hill Wealth Management
Brock Hill Wealth Management is a fee-only, independently owned RIA serving business owners, executives, medical professionals, and families with a high-touch, concierge "family office" experience. The team acts as a personal CFO, providing financial, tax, and estate planning and managing investment assets in-house. Custodied with Charles Schwab.
Team overview
36 AVG AGE
$43.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Vertex Frontier Frontier Pathway north Legacy Wave unison Radial matrix Zenith Matrix
Client Personas
Vertex signal
Investment Themes
Zenith catalyst Ember
Investment Vehicles
Vital Wave
Services
Capital timber Optima pathway Bridge zenith Wave North Pathway crest Ember Focus Peak
Owner & Executives
J
JARED HOBERT BROCK
Advisor, Owner
- CRD
- #5452396
- Ownership
- 50% but less than 75%
(620) 518-4882
crest.alpha@horizoncapital.com
in linkedin.com/in/vital-quantum
RYAN BRUCE HILL
Managing Partner, Owner
- CRD
- #6482534
- Ownership
- 50% but less than 75%
(683) 436-2846
bridge.zenith@unisoncapital.com
in linkedin.com/in/atlas-harbor
Showing 2 of 2 owners & executives
Unlock allContacts
J
Jon Edward Duane
--
- CRD
- #7891206
(596) 905-4689
optima.matrix@bridgecapital.com
in linkedin.com/in/meridian-summit
P
Patrick Joseph Kearney
Senior Manager
- CRD
- #7871038
(584) 580-4543
insight.value@crestcapital.com
in linkedin.com/in/beacon-eagle
F
Focus vector
Crest foundation
- CRD
- #55381
(478) 332-6007
vital.ember@zenithcapital.com
in linkedin.com/in/crest-capital
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,049,089 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $87,049,089 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,049,089
Equity - Exchange:
19.9% Other:
21.9% Cash:
12.4% Corporate - Investment Grade:
5.5% Municipal Bonds:
18.4% Corporate - Non-Investment Grade:
11.3% Public Funds:
4.6% Other:
6.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,510,660,933 | 19.9% |
| Other | $1,662,486,152 | 21.9% |
| Cash | $941,316,360 | 12.4% |
| Corporate - Investment Grade | $417,519,353 | 5.5% |
| Municipal Bonds | $1,396,792,018 | 18.4% |
| Corporate - Non-Investment Grade | $857,812,489 | 11.3% |
| Public Funds | $349,198,005 | 4.6% |
| Other | $455,475,658 | 6.0% |
| Total | $7,591,260,968 | 100.0% |