Brockenbrough

Registered investment advisor · Richmond, Virginia · CRD #105142

Assets Under Management

$5.5B

Client Accounts

568

Employees

CRD Number

105142

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Brockenbrough

Brockenbrough is an independent financial services firm based in Richmond, Virginia, specializing in investment and wealth management for individuals and institutions. Founded in 1970, the firm has over 50 years of experience and has grown significantly since its inception. The company offers a wide range of services, including investment management, private wealth management for high net worth individuals, and institutional asset management for foundations and retirement plans. Brockenbrough a

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Brockenbrough

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Frequently Asked Questions

What is Brockenbrough's AUM?

Brockenbrough reports approximately $5.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Brockenbrough headquartered?

Brockenbrough is headquartered in Richmond, Virginia.

What is Brockenbrough's CRD number?

Brockenbrough's CRD number is 105142. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.