Christopher Dion
Brockenbrough · Richmond, Virginia
Christopher Dion is a fee-only financial advisor at Brockenbrough in Richmond, Virginia, who holds the CFA credential. Christopher 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 VA · CRD 3254051 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | thebespokestrategies.com |
How Christopher'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 Christopher
Is Christopher Dion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher 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 Christopher charge for financial advice?
Christopher's firm, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Christopher Dion based?
Christopher Dion is based in Richmond, Virginia.
What does Christopher specialize in?
Christopher's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Christopher Dion hold?
Christopher Dion holds the CFA credential.
Is Christopher Dion registered with the SEC?
Yes. Christopher Dion is registered as an investment adviser representative in VA (CRD 3254051), 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 Christopher Dion?
Through Christopher'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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