|
⚲
|
| Keyboard |
| John W Brooker & Co CPAS PC
✚
|
|
|---|---|
| CRD # | 105437 |
| SEC # | 801-19247 |
| CIK # | |
| AUM | 136.4 M (2026-02-18) |
| Employees | 10 (50% Investors, 60% Brokers) |
| Phone | 510-638-1815 |
| Address | 7677 Oakport Street Oakland, CA 94621 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 11.4 |
| (b) Individuals (high net worth individuals) | 24 | 89.9 |
| (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 | 12 | 35.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 145 | 136.4 |
| By Discretionary | ||
| Discretionary | 145 | 136.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 145 | 136.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.4 | |
| Total | 145 | 136.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Central Wealth Management LLC
✚
|
WI | 136.8 M |
|
Lewis Capital Management LLLP
✚
|
136.8 M | |
|
River Crescent Advisors LLC
✚
|
VA | 136.8 M |
|
Champion Advisors LLC
✚
|
136.8 M | |
|
Springboard Asset Management LLC
✚
|
CT | 136.8 M |
|
J K R & Company Inc
✚
|
CA | 136.3 M |
|
Horizon Capital Management LLC
✚
|
IL | 136.2 M |
|
Professional Wealth Management Services LLC
✚
|
NC | 136.2 M |
|
Wealthrise Financial Planning LLC
✚
|
CA | 136.0 M |
|
15 Equity LLC
✚
|
CA | 135.9 M |