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Chamberlain B R & Sons Inc (Ocoee)


Chamberlain B R & Sons Inc is a large advisory firm based in Ocoee. It manages $92.05 million of regulatory assets for 211 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

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Chamberlain B R & Sons provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chamberlain B R & Sons: assets under management

The assets under management (AUM) of Chamberlain B R & Sons Inc is $92.05 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.11 million in discretionary accounts and $66.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $345.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chamberlain B R & Sons Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ocoee

The principal office where Chamberlain B R & Sons Inc performs its advisory services is located at 2731 Maguire Rd, Ocoee, FL 34761, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-656-2252 or by fax 407-656-8116. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.investmenttrustco.com.


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