Brooks, Moore & Associates, Inc.
Brooks, Moore & Associates, Inc. is a fee-only, registered investment advisory firm based in Chattanooga, Tennessee. Founded in 1986, the firm manages investment portfolios for individuals, trusts, retirement plans, and charitable accounts. The firm operates with a commitment to confidentiality, integrity, and tailoring portfolios to meet unique client objectives. As of early 2025, the firm has approximately 6 employees.
Investment Strategy
Brooks, Moore & Associates employs a disciplined, long-term investment approach focused on understanding and quantifying individual client objectives. Each portfolio is customized to reflect the client's needs and goals, blending those objectives with the firm's investment experience. They invest across a broad range of asset classes, favoring well-diversified strategies and maintaining a commitment to fiduciary principles, always putting clients' interests first.
Latest 13F Filing Activity
Brooks, Moore & Associates, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 105 equity positions with a total 13F market value of $185M. The fund increased holdings in Microsoft Corp., Capital One Finl Corp., JPMorgan Chase & Co. among other positions. Brooks, Moore & Associates, Inc. reduced exposure to United Parcel Service Inc., Exxon Mobil Corp., L3harris Technologies Inc. among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.56% | $10.3M | 19,327 | $118.17 | $497.41 | +$2.9M |
J JPM | JPMORGAN CHASE & CO | 4.80% | $8.9M | 30,034 | $113.79 | $289.91 | +$1.6M |
V VOO | VANGUARD INDEX FDS | 3.84% | $7.1M | 12,257 | $371.18 | $568.03 | +$1.3M |
K KO | COCA COLA CO | 3.47% | $6.4M | 94,781 | $53.46 | $70.75 | -$404.5K |
J JNJ | JOHNSON & JOHNSON | 3.18% | $5.9M | 35,715 | $136.03 | $152.75 | +$2.8K |