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| Brooks Moore & Associates Inc
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|---|---|
| CRD # | 105716 |
| SEC # | 801-26708 |
| CIK # | 0001767040 |
| AUM | 348.9 M (2026-03-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 423-756-8628 |
| Address | 3905 Saint Elmo Avenue Chattanooga, TN 37409-1239 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 7.9 | ||
| Johnson & Johnson | 7.8 | ||
| Coca Cola Co | 6.9 | ||
| Microsoft Corp | 6.8 | ||
| Chevron Corp | 6.1 | ||
| AbbVie Inc | 6.0 | ||
| Alphabet Inc | 5.5 | ||
| Apple Inc | 4.8 | ||
| Wal Mart Stores Inc | 4.5 | ||
| Cisco Systems Inc | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 24.2 |
| (b) Individuals (high net worth individuals) | 95 | 282.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 35.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 348.9 |
| By Discretionary | ||
| Discretionary | 346 | 342.4 |
| Non-Discretionary | 2 | 6.4 |
| Total | 348 | 348.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.9 | |
| Total | 348 | 348.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767040] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Superior Planning LLC
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CA | 349.6 M |
|
Manners Paul & Associates Inc
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|
Donato Wealth Management PLLC
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TX | 349.3 M |
|
Aragon Capital LLC
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|
Jackson Creek Investment Advisors LLC
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CO | 349.0 M |
|
Melfa Wealth Management Inc
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MA | 348.8 M |
|
Arlen Capital LLC
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|
RI | 348.8 M |
|
Gainline Financial Partners LLC
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|
MN | 348.6 M |
|
Carbon Collective Investing LLC
✚
|
CA | 348.4 M |
|
Opal Capital LLC
✚
|
FL | 348.3 M |