OCIO Intelligence
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Brockenbrough

Alpha Nasdaq OCIO Indices - Contributor

RICHMOND, VA

Form ADV and provider website profile · CRD 105142 · regulatory data as of May 13, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Brockenbrough. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$5.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
568Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$4.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$657MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameLOWE, BROCKENBROUGH & COMPANY, INC.

CRD number105142

Firm foundedNot reported

SEC registration dateJul 1, 1970

Employees31

Advisory professionals15

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

920 LIBBIE AVE., SUITE 201, RICHMOND, VA, 23226-2050

804-288-0404

https://www.brockenbroughinc.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$5.5B

As of May 13, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth41.7%$2.3B
Other Pooled Vehicles27.0%$1.5B
Charities15.2%$834M
Municipalities10.1%$554M
Corporations3.8%$209M
Investment companies1.2%$66M

Percentages and AUM are shown from the same reported Form ADV client-type records.