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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2004
- Office Locations
- 1
Office Locations
About Brooks Investment Advisory Service
Brooks Investment Advisory Service is a Seymour-based RIA. The firm has been operating for 22 years. Managing $20.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
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Owner & Executives
DAVID STANLEY BROOKS
President, team leader
- CRD
- #4759564
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,600,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Brooks Investment Advisory Service has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.