S
Silverbrook Investment Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,790,592
Clients
27
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$103,355
About
Silverbrook Investment Advisors, Inc. serves individual (non‑high‑net‑worth) clients and provides portfolio management services, reporting approximately $2.79 million in regulatory assets under management across 27 client relationships. The firm operates as a single‑advisor independent investment adviser and generally charges fees based on a percentage of assets under management, consistent with many peers in this category.
As a solo practitioner, the adviser delivers one‑on‑one portfolio management and conducts account reviews and reporting as described in its Form ADV brochure. The brochure outlines the firm’s methods of analysis, investment strategies, and procedures for servicing client accounts.
Notably, the firm discloses additional financial industry activities that are uncommon among independent advisers: an affiliation with an insurance company and that the adviser is licensed as an insurance broker or agent and sells other financial products. These affiliations and product sales are detailed in Item 10 of the Form ADV and are identified as potential sources of conflict of interest that the firm discloses and addresses in its policies.
Client services
Portfolio management
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Account minimum: $250,000 Fee-only: Fees are based solely on assets under management; no commissions charged.
Main office location
Silverbrook Investment Advisors, Inc.
Plano TX, United States
Number of offices
1
Most active in
Silverbrook Investment Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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