J. BROOKS & COMPANY, LLC

J. BROOKS & COMPANY, LLC is an SEC-registered investment adviser (CRD 154893). Regulatory assets under management: $8.5M.

Registration

• CRD: 154893
• Type: Registered investment adviser
• Phone: 336-404-4001
• Latest filing: 2026-06-12
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

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 154893 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search