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Hollow Brook Wealth Management LLC CRD 145521
$1.37B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
152 Bedford Road, Katonah, NY 10536 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-09 |
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hollow Brook Wealth Management Llc | Wellington | FL | 12/2007 | Present |
Jointly with his brother, Philip owns his family's property/farm in Bedford, NY - Coker Farm is a working horse farm. No Client, Investor, or Private Fund has invested, and/or has been solicited to invest, in any of these joint ventures or outside businesses. Currently, Philip sits on the boards of Revs Institute, the Hampton Classic Horse Show, the Lake Placid Horse Show, the United States Equestrian Team Foundation, the United States Equestrian Federation, and the Pray Family Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S66 | Uniform Combined State Law Examination | 2005-03-14 |
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