# Brooklyn FI, LLC

> 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.

- CRD: 292115
- Filed as: BROOKLYN FI, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brooklyn, NY
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292115
- AdvisorCensus page: https://advisorcensus.com/firm/brooklyn-fi-llc-brooklyn-ny-292115

## Quick answers

**How is Brooklyn FI, LLC compensated?**
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).

**Where is Brooklyn FI, LLC located?**
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).

**Is Brooklyn FI, LLC registered with the SEC or a state?**
Brooklyn FI, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 292115.

**How much does Brooklyn FI, LLC manage?**
Brooklyn FI, LLC reports $563,098,081 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**How have Brooklyn FI, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Brooklyn FI, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (302); high net worth individuals (71).

**Which custodians does Brooklyn FI, LLC use?**
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.

**Does Brooklyn FI, LLC report any disciplinary disclosures?**
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

**Does Brooklyn FI, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 13, 2026 says: "We do not have a minimum account size requirement."

**What changed in Brooklyn FI, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Atlanta, GA. Registered or notice-filed in DE.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $563,098,081
- Discretionary: $563,098,081
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 302 | $209,823,696 |
| High net worth individuals | 71 | $353,274,385 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DE, FL, GA, IL, LA, MA, MI, MN, MT, NC, NH, NJ, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- ajayers.com
- brooklynfi.com
- yelp.com/biz/brooklyn-fi-brooklyn-2
- Facebook @BrooklynFI
- Instagram @brooklyn_f.i
- LinkedIn @brooklyn-fi
- X @brooklyn_fi
- YouTube @UCPUCJFV5WYJYFq47jM6dsXA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $25,480,200 | 5 | September 27, 2021 |
| October 2022 | $127,509,298 | 10 | September 15, 2022 |
| October 2023 | $151,074,216 | 9 | July 24, 2023 |
| October 2024 | $227,519,078 | 10 | July 2, 2024 |
| October 2025 | $341,488,503 | 11 | June 17, 2025 |
| October 2026 | $563,098,081 | 10 | September 3, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Atlanta, GA.
- Registered or notice-filed in DE.

### June 2026
- 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).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brooklyn FI, LLC (CRD 292115): Form ADV filing data as of October 2026.