Austin Brockenbrough IV
Brockenbrough · Richmond, Virginia
Austin Brockenbrough IV is a fee-only financial advisor at Brockenbrough in Richmond, Virginia, who holds the CFA credential. Austin focuses on estate & legacy planning, tax planning and family wealth transfer. Brockenbrough reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Brockenbrough |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $5.49B across 568 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 2347134 |
| Exams passed | Series 63 (2006) · Series 65 (1993) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | thebespokestrategies.com |
How Austin's firm compares
- Brockenbrough's average account is about $9.7 million, from its Form ADV (assets managed divided by 568 accounts).
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Questions about Austin
Is Austin Brockenbrough IV a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Brockenbrough reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Austin charge for financial advice?
Austin's firm, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Austin Brockenbrough IV based?
Austin Brockenbrough IV is based in Richmond, Virginia.
What does Austin specialize in?
Austin's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Austin Brockenbrough IV hold?
Austin Brockenbrough IV holds the CFA credential.
Is Austin Brockenbrough IV registered with the SEC?
Yes. Austin Brockenbrough IV is registered as an investment adviser representative in TX and VA (CRD 2347134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brockenbrough manage?
Brockenbrough reports $5.49B across 568 accounts in assets under management.
How do I contact Austin Brockenbrough IV?
Through Austin's website, thebespokestrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brockenbrough website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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