Brookwood Investment Group LLC
Brookwood Investment Group LLC is a registered investment advisor (RIA) headquartered in Phoenix, Arizona. Founded as an LLC in 2021, it employs 24 people (as of 2025), focusing entirely on investment advisory services. The firm offers a platform and supportive ecosystem tailored for entrepreneurial financial advisors, emphasizing relationships, collaboration, and advisor autonomy. Brookwood serves clients nationwide, especially individuals (including high net worth), and aims to redefine the financial advisor experience through technology, compliance, and community-building.
Investment Strategy
Brookwood Investment Group's investment strategy centers on empowering financial advisors to deliver individualized, relationship-driven wealth management. They provide advisors with top-tier technology, compliance support, and a collaborative environment, allowing for tailored investment solutions unique to each client. The firm stresses advisor independence, open communication, and collective knowledge, supporting advisors as they pursue innovative strategies and long-term growth for their clients. Their approach is client-focused and flexible, aiming to adapt to rapidly changing financial markets and regulatory landscapes.
Top Holdings
Equity Positions (451)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.89% | $45.6M | 244,656 | $108.38 | $186.58 | +$3.2M |
V VTI | VANGUARD INDEX FDS | 5.85% | $45.3M | 138,091 | $278.55 | $328.17 | +$6.0M |
V VUG | VANGUARD INDEX FDS | 4.01% | $31.1M | 64,767 | $379.10 | $479.61 | +$4.3M |
A AAPL | APPLE INC | 3.63% | $28.1M | 110,416 | $223.36 | $254.63 | +$6.3M |
A AMZN | AMAZON COM INC | 2.45% | $19.0M | 86,510 | $191.75 | $219.57 | +$353.2K |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
R RDW | REDWIRE CORPORATION | New | Call | $7.4K | 116 | $8.99 | $8.99 | +116 | +$7.4K |
P PAL | PROFICIENT AUTO LOGISTICS IN | Sold | Call | $2.7K | 185 | $6.89 | $7.26 | -188 | -$27.7K |