Brooks Sackett
Chief Capital Management · San Jose, California
Brooks Sackett is a fee-only financial advisor at Chief Capital Management in San Jose, California. Chief Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Chief Capital Management |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $12.9M across 14 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 1250855 |
| Exams passed | Series 66 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Brooks's firm compares
- Chief Capital Management's average account is about $922,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Brooks
Is Brooks Sackett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooks holds no broker registration, and Chief Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brooks charge for financial advice?
Brooks's firm, Chief Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brooks Sackett based?
Brooks Sackett is based in San Jose, California.
Is Brooks Sackett registered with the SEC?
Yes. Brooks Sackett is registered as an investment adviser representative in CA and WA (CRD 1250855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chief Capital Management manage?
Chief Capital Management reports $12.9M across 14 accounts in assets under management.
How do I contact Brooks Sackett?
Contact details aren't on file yet. Search for Chief Capital Management.
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
- 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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