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 some of the most sophisticated money managers and investment vehicles in the world to help propel your mission.

Individuals & Families

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

Retirement Plan Sponsors

Offer a best-in-class retirement plan that helps you attract and retain valuable employees, while helping them build toward a more financially secure future. 

Brockenbrough by the Numbers
$3.8B+

More than $3.8 billion in assets under management.
(As of 6/30/22)

30 people

A dedicated team of 30 professionals.

24 years

Average Investment team member experience of 24 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