Source: BROCKENBROUGH ADV PART 2A FINAL (2026-03-27)
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Min
Max
Disclosed Annual Rate
$0
$3,000,000
0.90%
$3,000,001
$10,000,000
0.75%
$10,000,001
$25,000,000
0.50%
$25,000,001
$50,000,000
0.40%
$50,000,001
$75,000,000
0.30%
$75,000,001
and above
0.20%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$9,000
0.90%
$5 million
$42,000
0.84%
$10 million
$79,500
0.80%
$50 million
$254,500
0.51%
$100 million
$379,500
0.38%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
41.71%
Number of High-Net-Worth Clients
364
Total Client Accounts
568
Discretionary Accounts
566
Non-Discretionary Accounts
2
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
105142
BROCKENBROUGH ADV PART 2A FINAL (2026-03-27)
(fee schedule source)
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Brockenbrough's Form ADV discloses 0.90% on the first $3 million, 0.75% on the next $7 million, 0.50% on the next $15 million, 0.40% on the next $25 million, 0.30% on the next $25 million, and 0.20% on assets above $75 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #105142), Brockenbrough is subject to fiduciary duty under federal law.
Brockenbrough is headquartered in RICHMOND, VA.
Brockenbrough serves 364 high-net-worth clients according to their SEC filing dated May 13, 2026. View client details ↓
According to their SEC Form ADV, Brockenbrough offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Brockenbrough manages $5.5 billion in client assets according to their SEC filing dated May 13, 2026.
According to their SEC Form ADV, Brockenbrough serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓