{
  "crd_number": 292115,
  "slug": "brooklyn-fi-llc-brooklyn-ny-292115",
  "primary_business_name": "BROOKLYN FI, LLC",
  "legal_name": "BROOKLYN FI, LLC",
  "dbas": [],
  "city": "Brooklyn",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-03",
  "carried_forward": false,
  "raum_total": 563098081.0,
  "raum_discretionary": 563098081.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 209823696.0,
      "count": 302
    },
    "high_net_worth_individuals": {
      "raum": 353274385.0,
      "count": 71
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DE",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MI",
    "MN",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://ajayers.com",
    "https://brooklynfi.com",
    "https://facebook.com/BrooklynFI",
    "https://instagram.com/brooklyn_f.i",
    "https://linkedin.com/company/brooklyn-fi",
    "https://twitter.com/brooklyn_fi?lang=en",
    "https://yelp.com/biz/brooklyn-fi-brooklyn-2",
    "https://youtube.com/channel/UCPUCJFV5WYJYFq47jM6dsXA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292115",
  "city_as_filed": "BROOKLYN",
  "url": "https://advisorcensus.com/firm/brooklyn-fi-llc-brooklyn-ny-292115",
  "display_name": "Brooklyn FI, LLC",
  "summary": "Brooklyn FI, LLC is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 3, 2026.",
  "citation": "AdvisorCensus. Brooklyn FI, LLC (CRD 292115): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Brooklyn FI, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Brooklyn FI, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Brooklyn FI, LLC located?",
      "a": "Brooklyn FI, LLC's principal office is in Brooklyn, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Brooklyn FI, LLC registered with the SEC or a state?",
      "a": "Brooklyn FI, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 292115."
    },
    {
      "q": "How much does Brooklyn FI, LLC manage?",
      "a": "Brooklyn FI, LLC reports $563,098,081 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Brooklyn FI, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Brooklyn FI, LLC: Regulatory assets under management: $25,480,200 in the October 2021 data and $563,098,081 in the October 2026 data, up 2110%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Brooklyn FI, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (302); high net worth individuals (71)."
    },
    {
      "q": "Which custodians does Brooklyn FI, LLC use?",
      "a": "Brooklyn FI, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Brooklyn FI, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292115"
    },
    {
      "q": "Does Brooklyn FI, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 13, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Brooklyn FI, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Atlanta, GA. Registered or notice-filed in DE."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 25480200.0,
      "total_employees": 5,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 127509298.0,
      "total_employees": 10,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 151074216.0,
      "total_employees": 9,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 227519078.0,
      "total_employees": 10,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 341488503.0,
      "total_employees": 11,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 563098081.0,
      "total_employees": 10,
      "filing_date": "2026-09-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Atlanta, GA.",
        "Registered or notice-filed in DE."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).",
        "Employees performing advisory functions went from 12 to 10.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Regulatory assets under management went from $341,488,503 to $563,098,081 (+65%).",
        "Registered or notice-filed in LA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 13, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/brooklyn-fi-llc-brooklyn-ny-292115.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 302,
      "fewer_than_5": false,
      "raum": 209823696.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 71,
      "fewer_than_5": false,
      "raum": 353274385.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292115",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}