Brooks Capital Strategies

Brooks Capital Strategies (CRD# 152645) is a financial advisory firm headquartered in Bend, OR. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Brooks Capital Strategies
Showing 1 - 1 of 1 top financial advisors.
Adam J. Brooks
CRD#: 2936398
360 Sw Powerhouse Drive, Suite 310, Bend, OR 97702

Adam Brooks (CRD# 2936398) is an Investment Advisor Representative working at Brooks Capital Strategies in Bend, OR and has over 20 years of experience in the finance industry. Adam Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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