Brockenbrough is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 27, 2026, reports $5.5B in regulatory assets under management, 31 employees, and 568 accounts.
Assets Under Management
$5.5B
Employees
31
Offices
--
Total Clients
568
Primary office
RICHMOND, VA
920 LIBBIE AVE., SUITE 201, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
364
2
Individuals
20.8%
118
3
Charitable
7.2%
41
4
Pooled Investment Vehicles
3.5%
20
5
Corporations
3.5%
20
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of May 13, 2026
Discretionary88.0%
$4.8B
88% of total RAUM88.0%
Non-discretionary12.0%
$657M
12% of total RAUM12.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.5B
Total Accounts568
10Y AUM Change+$3.0B (+123.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee18:1
10Y Employee Change+5 (+19.2%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.