Samantha Link
Brockenbrough · Richmond, Virginia
Samantha Link is a fee-only financial advisor at Brockenbrough in Richmond, Virginia, who holds the CFP credential. Samantha 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 | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5620326 |
| Exams passed | Series 66 (2015) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | thebespokestrategies.com |
How Samantha'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 Samantha
Is Samantha Link a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha 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 Samantha charge for financial advice?
Samantha's firm, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Samantha Link based?
Samantha Link is based in Richmond, Virginia.
What does Samantha specialize in?
Samantha's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Samantha Link hold?
Samantha Link holds the CFP credential.
Is Samantha Link registered with the SEC?
Yes. Samantha Link is registered as an investment adviser representative in VA (CRD 5620326), 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 Samantha Link?
Through Samantha'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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