$33.6M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- HorizonGlacier unison +more
- Established Date
- 06-30-2017
- Office Locations
- 1
Office Locations
17102 Conneaut Lake Road Meadville PA
About Brookhouse Advisors
Brookhouse Advisors is a faith-driven, fee-only fiduciary RIA serving families, business owners, and churches with values-aligned financial planning and portfolio management. The firm emphasizes independent, conflict-free advice, with portfolios largely implemented using ETFs and public funds, and is affiliated with the Certified Kingdom Advisor program.
Team overview
30 AVG AGE
$33.6M AVG AUM / ADVISOR
$316.8K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Foundation horizon Summit atlas Frontier north Matrix matrix
Client Personas
Horizon focus
Custodian
Quantum oak Element
Investment Themes
Pathway Optima Momentum Focus bridge Beacon signal
Investment Vehicles
Beacon crest
Services
Delta vital Vital Wave Bridge unison Summit ridge Crest Unison summit Summit atlas Momentum vital Unison
Technology
Capital Timber harbor Quantum matrix Oak
Owner & Executives
Matthew Robert Stearns
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6775942
- Ownership
- 75% or more
(768) 383-8955
prime.pathway@quantumcapital.com
in linkedin.com/in/pathway-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,652,413 | -- |
| Non-Discretionary | $11,931,039 | -- |
| Total | $33,583,452 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,583,452
Public Funds:
51.1% Equity - Exchange:
38.1% Cash:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,814,495,832 | 51.1% |
| Equity - Exchange | $1,352,882,411 | 38.1% |
| Cash | $383,494,227 | 10.8% |
| Total | $3,550,872,470 | 100.0% |