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BROOK CAPITAL
Legal name: RAMIAH INVESTMENT GROUP, INC.
CRD 130919File 801-67415
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$283.3M
Below cohort median (national)
Discretionary AUM
$135.0M
Non-discretionary $148.3M
Clients
631
1,490 accounts
Employees
5
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2007
- Principal office
- 675 N.BARKER ROAD, SUITE #200, BROOKFIELD, WI, 53045
- Phone
- 262-784-7205
- Website
- HTTP://WWW.BROOKCAPITAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $283.3M
- Discretionary AUM
- $135.0M
- Non-discretionary AUM
- $148.3M
- Discretionary accounts
- 956
- Non-discretionary accounts
- 534
- Total accounts
- 1,490
- AUM per client
- $449K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| High net worth individuals | 68 | $166.4M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 558 | $113.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

