Unclaimed Profile

Bradley Clay Rooks

CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.·CHATTANOOGA, Tennessee

Series 6514 years registeredCAMPBELL 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. · 14 years registered

Brand Profile

Not yet started

Career History

ROOKS WEALTH ADVISORS, LLC

Oct 2021 – present

CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.

Jan 2016 – Jul 2021

CHATTANOOGA, TN

ROOKS WEALTH MANAGEMENT, PLLC

Oct 2011 – Dec 2015

HIXSON, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 24, 2011

Years registered · 14

Disclosure History

2022Regulatory·Final

2021Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAMPBELL ASSET MANAGEMENT, LLC

CRD 125052 · SEC 801-107560

AUM

$109M

Regulatory assets under management

Employees

398 client accounts

Services offered by CAMPBELL ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAMPBELL ASSET MANAGEMENT, LLC →

Introduction

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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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