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Eric Joseph Brothman

Town Capital

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About Eric Joseph Brothman

Eric Brothman is an investment advisor representative associated with Town Capital. Eric has been active in the industry for several years and is currently registered as an investment advisor representative in Delaware, Maryland, Pennsylvania and Texas. Eric has successfully completed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Eric specializes in providing financial planning, portfolio management for individuals and facilitating estate planning services. Eric is passionate about helping clients achieve their financial goals.

Firm Information

Eric Brothman is currently registered with Town Capital. Town Capital is an investment advisor firm that specializes in providing financial planning and portfolio management services for individuals. The firm manages approximately $97.5 million in assets for 534 clients, primarily individuals other than high-net-worth individuals. Town Capital also offers educational seminars and facilitates estate planning services.

$97.55M

Assets Under Management

15

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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facilitating estate planning services

Facilitating estate planning services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Brothman’s Registration & Firm History

MD

06/06/2024 - Present

Town Capital (BEL AIR MD)

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Licenses & Designations

IA

Issued 03/13/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Joseph Brothman.
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