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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-05-2020
- Office Locations
- 14
Office Locations
About Brooklyn FI, LLC
Brooklyn Fi (BKFi) is a wealth management firm serving professionals with complex equity compensation, tax, and planning needs, including startup employees and pre-liquidity executives. The team integrates CFP-led planning, tax prep/forecasting, and investment management with guidance on options/RSUs and employee stock trading. Services scale through multi-generational wealth, backed by CFPs, CPAs, and ECAs and a client dashboard with 24/7 access.
Reported data analysis
What the numbers show
Between June 17, 2025 and June 23, 2026, reported AUM increased 64.9%, from $341.5M to $563.1M.
Across 5 reported observations, AUM increased 341.6% between November 18, 2022 and June 23, 2026, from $127.5M to $563.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 449 clients, or 44.9 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 14 reported office locations and 6 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Brooklyn FI, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Brooklyn FI, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Ally Ayers
Chief Executive Officer, Co-founder
- CRD
- #7192030
- Ownership
- Less than 5%
Shane Paul Mason
Certified Financial Planner, Co-founder
- CRD
- #6906036
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Anna Ngo Bhai
--
- CRD
- #7086870
Janae' Andril Bridges
--
- CRD
- #7779285
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $563,098,081 | $1,509,646 |
| Non-Discretionary | $0 | -- |
| Total | $563,098,081 | $1,509,646 |
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Separately Managed Accounts
SMA allocation detail is available
Brooklyn FI, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brooklyn FI, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.