BLACK BROOK FINANCIAL PLANNING

BLACK BROOK FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 143111). Regulatory assets under management: $39.4M.

Registration

• CRD: 143111
• Type: Registered investment adviser
• Phone: 207-671-2552
• Latest filing: 2026-01-23
• Regulatory AUM: $39.4M
• Discretionary AUM: $37.8M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143111 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search