Theodore Brooks
Nordwand Capital · Radnor, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Nordwand Capital |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.97B across 307 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2860908 |
| Exams passed | Series 63 (1998) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.nordwandcapital.com |
How Theodore's firm compares
- Nordwand Capital's average account is about $12.9 million, from its Form ADV (assets managed divided by 307 accounts).
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Questions about Theodore
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.
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
- Nordwand Capital 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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