# Brookhouse Advisors

> Brookhouse Advisors is a state-registered investment advisory firm in Meadville, PA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 287837
- Filed as: BROOKHOUSE ADVISORS
- Legal name: Brookhouse Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Meadville, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287837
- AdvisorCensus page: https://advisorcensus.com/firm/brookhouse-advisors-meadville-pa-287837

## Quick answers

**How is Brookhouse Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Brookhouse Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Brookhouse Advisors located?**
Brookhouse Advisors' principal office is in Meadville, PA, according to its Form ADV.

**Is Brookhouse Advisors registered with the SEC or a state?**
Brookhouse Advisors is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287837.

**How much does Brookhouse Advisors manage?**
Brookhouse Advisors reports $33,583,452 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (64% discretionary).

**What types of clients does Brookhouse Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (6).

**Does Brookhouse Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287837

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,583,452
- Discretionary: $21,652,413
- Non-discretionary: $11,931,039

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $11,830,673 |
| High net worth individuals | 6 | $8,643,070 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $11,931,039 |
| Charitable organizations | Fewer than 5 | $1,178,670 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brookhouseadvisors.com
- Facebook @BROOKHOUSEADVISORS
- LinkedIn @MATTHEW-STEARNS-BROOKHOUSEADVISORS
- X @GIVELIVEGROW
- YouTube @BROOKHOUSEADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brookhouse Advisors (CRD 287837): Form ADV filing data as of October 2026.