Brookwood Investment Group

Firm record

As recorded in SEC IAPD

Firm CRD

316544

SEC number

801-122508

Firm type

RIA

Assets under management

$1.3B as of Mar 31, 2026

Website

ckwmg.com ↗

Phone

4803514740

Address

3930 E. Ray Road, Phoenix, AZ, 85044

Advisors at this firm

60 in our index · page 1 of 2

• William H AndersonCRD 5681835 · Bolton, CT
  IA RegisteredRegistration inactive
• Daniel Robert AngeloneCRD 4556930 · Warick, RI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Rostam Kevon AtefiCRD 5774433 · Long Beach, CA
  IA RegisteredRegistration inactive
• Chris Chetwode BelchamberCRD 4654292 · Landsdowne, VA
  IA Registered
• Joanne Fay BrownCRD 5693827 · Forest City, IA
  IA Registered
• Jeremy David BryantCRD 4697525 · China Grove, NC
  IA Registered
  Disclosure event(s) on record
• Otis Caleb BarnardCRD 7340096 · Colorado Springs, CO
  IA Registered
• Stephen Anthony CallahanCRD 2291501 · Navarre, FL
  IA Registered
  Disclosure event(s) on record
• Stephen John CarusoCRD 3020510 · Celebration, FL
  IA Registered
  Disclosure event(s) on record
• Tracy Lynn CobbCRD 6517620 · Phoenix, AZ
  IA Registered
• Peter Domenick ColicchiaCRD 5423063 · Freehold, NJ
  IA Registered
  Disclosure event(s) on record
• Sandra Lynn CrookCRD 1459895 · Westmont, IL
  IA RegisteredRegistration inactive
• Christopher Ryan CoolidgeCRD 2940840 · Phoenixville, PA
  IA Registered
• Robin Lou DepiesCRD 6420014 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Terry Eugene DupontCRD 1181537 · Roann, IN
  IA Registered
  Disclosure event(s) on record
• Ali El SayedCRD 6746192 · Tampa, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Travis EvansCRD 2724463 · Caldwell, TX
  IA Registered
  Disclosure event(s) on record
• Jesse Marichalar GalindoCRD 2168391 · San Antonio, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nicholas M GreenhouseCRD 7120579 · Middlebury, CT
  IA Registered
• John Calvin GrossCRD 4396040 · Bridgerton, MO
  IA Registered
• William Zev GoldmanCRD 7807257 · Henderson, NV
  IA Registered
• Jason Warren HedstrandCRD 4543528 · Monument, CO
  IA RegisteredRegistration inactive
• David Earl HendershottCRD 860966 · Altadena, CA
  IA Registered
• James Barrie HodgeCRD 1356065 · Sparks, NV
  IA Registered
• Jonathan Leif HolljesCRD 1106311 · Midlothian, VA
  IA RegisteredRegistration inactive
• Ryan Wesley HercheCRD 7662341 · Houston, TX
  IA Registered
• Eldrick HillCRD 8124197 · Colorado Springs, CO
  IA Registered
• Carlos Q IngramCRD 4342081 · Conyers, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Courtney Lashay Wiley IngramCRD 7834923 · Coyers, GA
  IA Registered
  Disclosure event(s) on record
• Zachary Yale JonesCRD 6267151 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Cassie Seungrim KangCRD 5018614 · Beverly Hills, CA
  IA RegisteredRegistration inactive
• Andrew Jacob KeehnCRD 6817814 · Topeka, KS
  IA RegisteredRegistration inactive
• Adam Leslie KleinCRD 2303072 · Phoenix, AZ
  IA Registered
• Philip Jeffrey LeeCRD 1656539 · Mcallen, TX
  IA Registered
• Paul Henry LefevreCRD 2249177 · Rochester, NH
  IA Registered
• John Kenneth MatthewsCRD 5495147 · Cornelius, NC
  IA Registered
• Barry L Metrokas-KamisonCRD 2239741 · Dresher, PA
  IA RegisteredRegistration inactive
• Richard Gray MowrerCRD 6841912 · West Chester, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Richard Marc MyerCRD 7044540 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Bryan Dean MyersCRD 2527480 · Manchester, MD
  IA RegisteredRegistration inactive
• Charles Edward NashCRD 1306980 · Franklin, TN
  IA Registered
• Bryan NicolaysenCRD 6587726 · Highland, NY
  IA Registered
• Joann Marie NorthCRD 2608347 · Katy, TX
  IA RegisteredRegistration inactive
• Bansi PatelCRD 7114536 · Greenfield, WI
  IA RegisteredRegistration inactive
• Carol Jeanette PipitoneCRD 4257883 · Rancho Mirage, CA
  IA Registered
• Robert William RaimondoCRD 4476842 · Phoenix, AZ
  IA Registered
• Terry Glenn RobinsonCRD 1805956 · Rockvale, TN
  IA RegisteredRegistration inactive
• Richard Sherman RogersCRD 1847671 · Phoenix, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Angelica RoxasCRD 3269295 · Torrance, CA
  IA Registered
• Paul Peter SalamonCRD 2317143 · Buford, GA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.