{"url":"https://nivawealth.com/firms/brooklyn-fi-292115","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/292115","regulatoryAum":563098081,"crd":"292115","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7192030","suffix":null,"lastName":"Ayers","firstName":"Ally","middleName":null},{"crd":"7086870","suffix":null,"lastName":"Bhai","firstName":"Anna","middleName":"Ngo"},{"crd":"7779285","suffix":null,"lastName":"Bridges","firstName":"Janae'","middleName":"Andril"},{"crd":"5952361","suffix":null,"lastName":"CONNELLY","firstName":"STUART","middleName":"ALAN"},{"crd":"8232020","suffix":null,"lastName":"Dingle","firstName":"Jeffrey","middleName":null},{"crd":"7515241","suffix":null,"lastName":"Fastiggi","firstName":"Caitlin","middleName":null},{"crd":"7935048","suffix":null,"lastName":"Kozlak","firstName":"Crystal","middleName":"Rose"},{"crd":"6928529","suffix":null,"lastName":"LEGARE","firstName":"GAGE","middleName":null},{"crd":"6906036","suffix":null,"lastName":"Mason","firstName":"Shane","middleName":"Paul"},{"crd":"7911332","suffix":null,"lastName":"Moromisato","firstName":"Erika","middleName":null},{"crd":"7041108","suffix":null,"lastName":"Owens","firstName":"John","middleName":"Timothy 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2026."},{"label":"Fillory, LLC","detail":"Indirect owner: a member of Brooklyn Fi Holding Company, LLC in the 25% to 50% band and a control person, since April 2026.","parent":"Brooklyn Fi Holding Company, LLC"},{"label":"Brooklyn Fi Texas, LLC","detail":"Indirect owner: a member of Brooklyn Fi Holding Company, LLC in the 25% to 50% band and a control person, since April 2026.","parent":"Brooklyn Fi Holding Company, LLC"},{"label":"Awp Investment 2, LLC","detail":"Indirect owner: a member of Brooklyn Fi Holding Company, LLC in the 25% to 50% band and a control person, since April 2026.","parent":"Brooklyn Fi Holding Company, LLC"},{"label":"Accelerated Wealth Partners","detail":"Indirect owner: a sole member of Awp Investment 2, LLC in the 75% or more band and a control person, since April 2026.","parent":"Awp Investment 2, LLC"},{"label":"Shane Mason","detail":"Indirect owner: a member of Brooklyn Fi Texas, LLC in the 75% or more band and a control person, since April 2026. 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They include 302 individual clients and 71 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brooklyn Fi offer?","answer":"Brooklyn Fi provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Brooklyn Fi charge?","answer":"Brooklyn Fi charges 0.30%–1.00% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"BROOKLYN FI ADV PART ADV 2A 5.13.26, filed 13 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Brooklyn Fi use?","answer":"Brooklyn Fi’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $519M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brooklyn Fi have?","answer":"Brooklyn Fi has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brooklyn Fi invest in?","answer":"At the end of its last fiscal year, Brooklyn Fi’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brooklyn Fi?","answer":"Brooklyn Fi is owned through a chain of holding companies by Shane Mason, Ally Ayers and JCF Awp Holdco II LLC. Its direct owner is Brooklyn Fi Holding Company, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brooklyn Fi get paid?","answer":"Brooklyn Fi is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Brooklyn Fi?","answer":"Brooklyn Fi’s main office is at 33 Nassau Ave, Brooklyn, NY 11222. Its phone number is 332-296-1660. 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