Brookline Investments, Inc.

Overview

Brookline Investments, Inc. is an SEC registered investment adviser based in Mountain Brk, AL, registered since 1996. It reports $281M in assets under management across 33 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$281M

Discretionary

98%

Accounts

33

Average account

$8.5M

Employees

3

Advisory reps

2

Registered since

1996

Jurisdictions

10

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• James Rainer Twiford President, Director, Chief Compliance Officer CRD 2210271
• James Edward Andrew Loftin Managing Director CRD 4910231
• Sarah Elizabeth Cain Chief Financial Officer CRD 6492036

Advisory reps 2 of 2

• James Edward Andrew Loftin Registered Rep · Investment Adviser Rep CRD 4910231
• James Rainer Twiford Registered Rep · Investment Adviser Rep CRD 2210271

Location

Headquarters

2830 Cahaba Rd Ste 100
Mountain Brk, AL 35223

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: plus.google.com/+camponeventures

Every state, with registration dates

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