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James Rainer Twiford

Investment adviser representative at Brookline Investments, Inc.
27 yearsExperience
8 statesRegistered in
$281.5MFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

27 years in the industry.

  1. Castle Hill Capital Partners, IncMay 2020 to now
  2. Brookline Investments, Inc.Oct 1999 to now
  3. Brookline Group, LLCApr 2010 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 8 states (AL, AR, CO, GA, MS, TX, WA, WI).

Brookline Investments, Inc.

$281.5MAssets managed
33Clients
2Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2210271
Firm CRD
109239
Advisor's SEC record (opens in a new tab)
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