BROCKELSBY INVESTMENT SERVICES

BROCKELSBY INVESTMENT SERVICES is an SEC-registered investment adviser (CRD 171595). Regulatory assets under management: $6.6M.

Registration

• CRD: 171595
• Type: Registered investment adviser
• Phone: 803-407-9256
• Latest filing: 2026-03-04
• Regulatory AUM: $6.6M
• Discretionary AUM: $1.0M
• Non-discretionary AUM: $5.6M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171595 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search