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Bradley Clay Rooks

CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.·CHATTANOOGA, Tennessee
Clean recordCAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.
301 FOREST AVENUE, CHATTANOOGA, TN 37405-3922CRD# 5882475Firm CRD# 125052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Clay Rooks · CHATTANOOGA, TN
Registration
CRD #5882475 · CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Clay Rooks is a registered financial advisor based in CHATTANOOGA, Tennessee, affiliated with CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CAMPBELL ASSET MANAGEMENT, LLC
CAMPBELL ASSET MANAGEMENT, LLC
AUM
$109M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAMPBELL ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5882475
Firm CRD# 125052
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradley Clay Rooks offer?
Bradley Clay Rooks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are Bradley Clay Rooks's credentials?
Bradley Clay Rooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Clay Rooks located?
Bradley Clay Rooks is based in CHATTANOOGA, Tennessee, working with CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does Bradley Clay Rooks charge for services?
Bradley Clay Rooks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.?
CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C. has approximately 2 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.

James Perry Campbell
CHATTANOOGA, TN

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Research
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