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- Custodian
- Pershing ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2004
- Office Locations
- 1
Office Locations
About Brook Capital
Brook Capital is an independently owned, full-service wealth advisory firm providing personalized financial planning and unbiased investment advice. The firm emphasizes long-term stewardship and portfolio construction, commonly using ETFs and mutual funds in asset-allocation strategies. It serves retail and institutional relationships, with Pershing and Prudential among key custodians.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ramu Ramiah
Investment Advisor, President
- CRD
- #2284958
- Ownership
- 75% or more
LETHA JOSEPH
Chief Compliance Officer, COMPLIANCE OFFICER, Secretary, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Daena Beth Ramiah
--
- CRD
- #4814072
Jason Scott Visner
--
- CRD
- #5853689
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,006,836 | $141,221 |
| Non-Discretionary | $148,301,054 | $277,717 |
| Total | $283,307,890 | $190,140 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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