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Brooks Montague & Associates Inc (Chattanooga)


Brooks Montague & Associates Inc is a large advisory firm based in Chattanooga. It manages $170.01 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia and Tennessee.




Brooks Montague & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brooks Montague & Associates: assets under management

The assets under management (AUM) of Brooks Montague & Associates Inc is $170.01 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $134.42 million in discretionary accounts and $35.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $960.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.55 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brooks Montague & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chattanooga

The principal office where Brooks Montague & Associates Inc performs its advisory services is located at James Bldg Ste 306, Chattanooga, TN 37402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 423-756-8628 or by fax 423-265-9436. The normal business hours are 8am - 5pm on Monday - Friday.


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