# Brooknoll Advisors LLC

> Brooknoll Advisors LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 298297
- Filed as: BROOKNOLL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298297
- AdvisorCensus page: https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297

## Quick answers

**How is Brooknoll Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brooknoll Advisors LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Brooknoll Advisors LLC located?**
Brooknoll Advisors LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Brooknoll Advisors LLC registered with the SEC or a state?**
Brooknoll Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298297.

**How much does Brooknoll Advisors LLC manage?**
Brooknoll Advisors LLC reports $1,189,731,041 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (0% discretionary).

**How have Brooknoll Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Brooknoll Advisors LLC: Regulatory assets under management: $323,299,712 in the October 2021 data and $1,189,731,041 in the October 2026 data, up 268%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Brooknoll Advisors 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/298297

**What changed in Brooknoll Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,045,803,271 to $1,189,731,041 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,189,731,041
- Discretionary: $0
- Non-discretionary: $1,189,731,041

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | Fewer than 5 | $1,189,731,041 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $323,299,712 | 1 | March 25, 2021 |
| October 2022 | $634,199,352 | 1 | March 29, 2022 |
| October 2023 | $645,383,294 | 1 | March 27, 2023 |
| October 2024 | $762,783,027 | 1 | March 25, 2024 |
| October 2025 | $1,045,803,271 | 1 | March 26, 2025 |
| October 2026 | $1,189,731,041 | 1 | March 20, 2026 |

Regulatory assets under management: $323,299,712 in the October 2021 data and $1,189,731,041 in the October 2026 data, up 268%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,045,803,271 to $1,189,731,041 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brooknoll Advisors LLC (CRD 298297): Form ADV filing data as of October 2026.