# BROOKLYN FI, LLC

BROOKLYN FI, LLC of BROOKLYN, NY is an SEC-registered investment adviser.

## Registration

- CRD: 292115
- Type: SEC-registered investment adviser
- SEC file number: 801-120862
- Location: 33 NASSAU AVE, BROOKLYN, NY, 11222
- Phone: (332) 296-1660
- Latest filing: 2026-06-23
- Regulatory AUM: $563.1M
- Discretionary AUM: $563.1M
- Clients: 10
- Accounts: 373

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Shane Paul Mason | CO-FOUNDER; MANAGER; MANAGING MEMBER (+1 more) | — |
| Ally Ayers | CO-FOUNDER; MANAGER; MANAGING MEMBER (+1 more) | — |
| John Timothy Francis Owens | MANAGING PARTNER, & CHIEF COMPLIANCE OFFICER; MEMBER, DIRECTOR OF FINANCIAL PLANNING, & CCO; MEMBER, MANAGING PARTNER, & CHIEF COMPLIANCE OFFICER | — |
| MASON JUSTIN PAUL | MANAGING MEMBER; MEMBER, CCO | — |
| Ayers Ally | MANAGING MEMBER | — |
| Owens John Timothy Francis | DIRECTOR OF FINANCIAL PLANNING & CCO; MEMBER, DIRECTOR OF FINANCIAL PLANNING, & CCO | — |
| Daniel Beyer | MEMBER, DIRECTOR OF TAX AND ACCOUNTING | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-11-07 | regulatory | DURING THE REVIEW OF KURTIS ROHLF'S APPLICATION TO REGISTER AS AN INVESTMENT ADVISER REPRESENTATIVE IN THE STATE OF FLORIDA, THE STATE OF FLORIDA OFFICE OF FINANCIAL REGULATION MADE THE DETERMINATION THAT MR. ROHLF WAS IN VIOLATION OF CHAPTER 517 OF THE FLORIDA STATUTES DUE TO NOT BEING REGISTERED W… | Final | $9K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292115/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292115/similar
- Related entities: https://search.stillhousedata.com/firm/292115/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292115

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.