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BROCKENBROUGH

RICHMOND, VA · CRD 105142 · IAPD ↗ · 804-288-0404

$5.49BRegulatory AUM
15Advisory reps
31Employees
0Clients
0Planning clients
58Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
December 2025 — BROCKENBROUGH changed its website from jamestownfunds.com to brockenbroughinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — BROCKENBROUGH notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
April 2024 — BROCKENBROUGH now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.