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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation peakBridge +more
- Established Date
- 02-07-2024
- Office Locations
- 1
Office Locations
About Brooke Forest Capital LLC
Brooke Forest Capital LLC is a registered investment adviser providing wealth management and financial/investment consulting for retail clients, with an emphasis on customized, end-to-end strategies. The firm focuses on asset allocation and portfolio construction using mutual funds and ETFs and supports planning needs that can include insurance, charitable giving, and business succession. Based in Alpharetta, GA; custody/clearing via Charles Schwab & Co.
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Owner & Executives
PATRICK VOLPE
Chief Compliance Officer
- CRD
- #6757697
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,152,465 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,152,465 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,152,465
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,757,413,078 | 47.6% |
| Equity - Exchange | $561,190,731 | 15.2% |
| Cash | $1,373,440,473 | 37.2% |
| Total | $3,692,044,282 | 100.0% |