Invested in Your Future | Brockenbrough

Invested in your future.

We’re an independent firm that’s been providing individuals and institutions with wealth and investment management services for over 50 years.

Why Brockenbrough

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Invested in Your Future

Money is changing. How we think about it. How we earn it. How we protect, grow, and use it. Whether you’re managing an institution’s endowment, or your family’s legacy, you need a team that can keep you on the right side of a changing world. Learn more about modern stewardship at Brockenbrough. Click here

Versatile Solutions For Select Clients

Endowments & Institutions

Access to sophisticated money managers and investment vehicles to help propel your mission.

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Individuals & Families

Activate your wealth, maximize your impact, and secure your legacy.

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Brockenbrough by the Numbers

$4.3B

$4.3 billion in assets under management.
(As of 3/31/25)

31 people

A dedicated team of 31 professionals.

29 years

Average Investment team member experience of 29 years.

$4.3B+

31 people

29 years

The Brockenbrough Perspective

"We place tremendous importance on active listening. We get to know what's important to our clients and build our service around that intimate

understanding of their goals and ensuring we lead them there.”

Austin Brockenbrough IV

Chief Executive Officer

“We are continuously pursuing new ways to add value to our clients. Our goal is to be the best stewards to our clients and we achieve that by combining

innovation with the highest quality service.”

Wesley M. Carroccio

Managing Director & Director of Strategic Development

“Our clients have access to extremely sophisticated tools that are often limited to larger scale investors. Our relationships and commitment to excellence

make it possible to bring that value to every client we serve.”

David Lyons

Chief Operating Officer

Relationships

Innovation

Access

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Existing Clients

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