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Shaun Brookman

Investment adviser representative at The Mass Group
14 yearsExperience
1 stateRegistered in
$44MFirm assets
2 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 assetsFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. The Mass GroupAug 2024 to now
  2. Hoxton Capital Management USAFeb 2022 to Jul 2024
  3. Hoxton Capital Management FzeJan 2022 to Jul 2024
  4. Blacktower Financial Management InternationalSep 2019 to Dec 2021
  5. Blacktower Financial Management US LLCSep 2019 to Dec 2021
  6. Pws GroupDec 2012 to Sep 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (TX).

The Mass Group

Legal name: The Mass Group L.L.C-fz

$44MAssets managed
81Clients
2Advisers
2 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
7392567
Firm CRD
330425
Advisor's SEC record (opens in a new tab)
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