Clearbrook Investment Consulting LLC
New York, NY·SEC-registered · CRD #108253
Clearbrook Investment Consulting LLC is an SEC-registered investment advisory firm in New York, NY managing $14B across 28 client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
28
Advisory staff
6
Fee model
Fee-based
How Clearbrook Investment Consulting LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Clearbrook Investment Consulting LLC
How much does Clearbrook Investment Consulting LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Clearbrook Investment Consulting LLC reports $14B in regulatory assets under management across roughly 28 client accounts.
How does Clearbrook Investment Consulting LLC charge?
Clearbrook Investment Consulting LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Clearbrook Investment Consulting LLC a fiduciary?
Yes. Clearbrook Investment Consulting LLC is registered with the U.S. Securities and Exchange Commission (CRD #108253), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Clearbrook Investment Consulting LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Clearbrook Investment Consulting LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from Clearbrook Investment Consulting LLC's public SEC Form ADV filing (CRD #108253, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Clearbrook Investment Consulting LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Clearbrook Investment Consulting LLC? Claim this profile.