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Brooke Forest Capital LLC

Brooke Forest Capital LLC. CRD 328837

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CRD: 328837

Brooke Forest Capital LLC

Alpharetta, GA, 30022
6786466730
$26.2M Total AUM
$26.2M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Foundation peakBridge +more
Established Date
02-07-2024
Office Locations
1

Office Locations

11175 Cicero DR Suite 100 Alpharetta GA

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.

Team overview

-- AVG AGE
$26.2M AVG AUM / ADVISOR
$901.8K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Harbor Ridge frontier Zenith foundation

Custodian

Frontier Bridge quantum

Investment Themes

Matrix element Peak crest Signal

Investment Vehicles

Pioneer frontier

Services

Foundation beacon Ridge signal Peak beacon Quantum eagle North Vector

Technology

Horizon Atlas Eagle

Owner & Executives

PATRICK VOLPE

PATRICK VOLPE

Chief Compliance Officer

CRD
#6757697
Ownership
75% or more
(516) 870-5115
pathway.ember@peakcapital.com
in linkedin.com/in/glacier-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$26.2M Total SMA
Public Funds:
47.6%
Equity - Exchange:
15.2%
Cash:
37.2%
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%

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