James Barrie Hodge

Employer firm

Brookwood Investment Group CRD 316544

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1992 → Present
  The Eyrie Group, Inc.
  Danville, CA
• 02/2006 → Present
  Tenet Capital Llc
  Boulder, CO
• 10/2025 → Present
  Brookwood Investment Group
  Phoenix, AZ

Previous Registrations

• 2006-09-14 → 2007-08-17
  Tenet Capital Llc
  Boulder, CO

Other Businesses

OWNER OF THE EYRIE GROUP, INC., LIFE INSURANCE BROKERAGE (NON INVESTMENT RELATED), 255 KUSS ROAD, DANVILLE, CA 94526 FROM 09/1992 TO PRESENT. DUTIES ARE THE SALE OF LIFE INSURANCE AND NON VARIABLE ANNUITIES. THE EYRIE GROUP AND /OR MR. HODGE MAY ENGAGE IN OTHER BUSINESSES THAT ARE NON INVESTMENT RELATED SUCH AS (1) BUSINESS CONSULTING (MR. HODGE HAS AN MBA FROM STANFORD GRADUATE SCHOOL OF BUSINESS); (2) THE PRACTICE OF LAW (MR. HODGE IS LICENSED TO PRACTISE LAW IN CALIFORNIA); (3) SELLING NON INVESTMENT RELATED ADVERTISING; AND (4) MARKETING NON INVESTMENT RELATED GOODS AND SERVICES. THE PURSUIT OF THESE NON INVESTMENT RELATED ACTIVITIES CURRENTLY ACCOUNT 100% OF MR. HODGE'S TIME. IN ADDITION, MR. HODGE RECEIVES ROYALTIES FROM AN INDEPENDENT INVESTMENT RESEARCH COMPANY FOR PAST REFERRALS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-22
• S63 Uniform Securities Agent State Law Examination
  1988-05-13