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Rpbrooks Financial, Inc. (Addison)


Rpbrooks Financial, Inc. is an adviser based in Addison. It manages $45.34 million of regulatory assets for 529 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Louisiana and Texas.

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Rpbrooks Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, educational seminars and workshops, and author, public speaking. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rpbrooks Financial: assets under management

The assets under management (AUM) of Rpbrooks Financial, Inc. is $45.34 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.23 million in discretionary accounts and $118.21 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.7 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rpbrooks Financial, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Addison

The principal office where Rpbrooks Financial, Inc. performs its advisory services is located at 16633 Dallas Parkway, Addison, TX 75001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-386-0384 or by fax 972-386-9787. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rpbrooksfinancial.com.


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