# Theodore Brooks

> Theodore Brooks is a fee-only financial advisor at Nordwand Capital in Radnor, Pennsylvania, who holds the CFA credential. Theodore focuses on estate & legacy planning and family wealth transfer. Nordwand Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/theodore-brooks/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Nordwand Capital
- **Based in:** Radnor, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $3.97B across 307 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2860908 (https://adviserinfo.sec.gov/individual/summary/2860908)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1998)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.nordwandcapital.com

## Frequently asked questions

### Is Theodore Brooks a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Nordwand Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Theodore charge for financial advice?

Theodore's firm, Nordwand Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Theodore Brooks based?

Theodore Brooks is based in Radnor, Pennsylvania.

### What does Theodore specialize in?

Theodore's specialties include estate & legacy planning and family wealth transfer. Theodore works with multi-generational families.

### What credentials does Theodore Brooks hold?

Theodore Brooks holds the CFA credential.

### Is Theodore Brooks registered with the SEC?

Yes. Theodore Brooks is registered as an investment adviser representative in PA (CRD 2860908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nordwand Capital manage?

Nordwand Capital reports $3.97B across 307 accounts in assets under management.

### How do I contact Theodore Brooks?

Through Theodore's website, www.nordwandcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2860908): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://nordwandcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.