Why Brockenbrough?

Invested in your future.

Our Purpose

A trusted steward for your family, your institution, your legacy.

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

Investment management is about more than money, math, investments and laws. It’s about people. Our relationships are personal engagements in which there are no one-size-fits-all solutions. “What matters most to you? Now that you have options, what’s most important to you?” That’s the place we start. That’s the place we always come back to.

Our team of professionals are experienced and skilled as both institutional asset managers and wealth managers. Beyond that, we thrive on complexity. Our team specializes in guiding investors through complex situations. Our custom solutions often blend traditional and nontraditional asset classes to meet your unique objectives, tolerances, and goals. 

Success takes more than a solid understanding of finance and investment vehicles. Discerning investors understand change—how information, innovation, and influence combine to create opportunity.

Through our deep network of relationships, we curate and create opportunities and connectivity—with some of the world’s best investment managers and advisors—and then help you as an institution or individual decide which are most appropriate for you.

We’re investors, too. We have an alignment of interests, as many of our team members make investments side by side with our clients. We understand the gravity of what you are trusting us with. It’s more than your money, it’s your future. Your organization. Your family. In a world where investing is too often associated with quick returns and online hype, it’s our dedication to active and faithful stewardship that we believe distinguishes us.

Our Values

Now more than ever, our values create value.


We strive for excellence in everything.
We believe that all great outcomes have their origins in the smallest details. We strive for strategic knowledge and executional excellence for your long-term success.

Performance may win your trust, but only integrity can keep it.
In founding this firm, we set out to build a culture that rewards integrity. We promote selflessness, hard work, and honesty.

Service is an expression of respect.
At the end of the day, we are a relationship company. Our goal is to earn your trust and build the strongest relationship with you that we possibly can. Providing exceptional service is how we do that and how we show respect for your trust in us.

Our Difference

New clients don’t just join the firm. 
They join the family.


As an independent and 100% employee-owned firm, our interests are always and completely driven by yours. Our independence means we operate free of compromise. We operate in a fully discretionary fiduciary capacity and build custom portfolios to offer tailored solutions.


Return on relationships

We employ a team approach in meeting the strategic and day-to-day needs of our clients. 
Brockenbrough clients can work with one team for years—sometimes generations. You always benefit from the combined experience of our entire team.

Uncommon access

At Brockenbrough, you have direct access to the team directing investment strategy as well as our network of investment managers and cutting-edge investment opportunities.

Deeply rooted.

Our History

From a three-person firm founded in Richmond, Virginia, in 1970, Brockenbrough has grown to become a leader in investment and wealth management for institutions and individuals. Though much has changed inside and outside the firm over the years, Brockenbrough’s value system anchors its commitment to stewardship and guides every decision.

The complementary skill sets of co-founders Jim Lowe and Austin Brockenbrough III made a unique and talented pairing. Together, their ability to navigate complex markets and their passion for building meaningful client relationships created a legacy that is embedded in the firm today. This culture has allowed the firm to attract excellent team members over the years.

"The Brockenbrough family motto is 'Sans Reculer Jamais', which we've taken to mean forward never back. It is where we are taking our clients too."

Austin Brockenbrough IV
Chief Executive Officer