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Carlos Ingram

Brookwood Investment Group
21 Years of Experience
Conyers, GA
1 Disclosure
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Carlos Ingram is a registered investment advisor at Brookwood Investment Group, based in Conyers, GA, with 21 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B in assets under management.

Brookwood Investment Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
3,506 clients
Average Client Portfolio
$357K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Conyers, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2022
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Brookwood Investment Group
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cornerstone Advisors LLC
September 2024 - October 2024 · 1 mo
Silver Oak Securities, INC.
August 2020 - January 2023 · 2 yrs 5 mos
Silver Oak Securities, IncorporatedBroker
July 2020 - January 2023 · 2 yrs 6 mos
Verity Asset Management
March 2016 - May 2020 · 4 yrs 2 mos
Verity Investments, INC.Broker
March 2016 - May 2020 · 4 yrs 2 mos
Silver Oak Securities, INC.
July 2008 - December 2015 · 7 yrs 5 mos
Silver Oak Securities, IncorporatedBroker
August 2006 - December 2015 · 9 yrs 4 mos
Ogilvie Security Advisors CorporationBroker
October 2004 - July 2006 · 1 yr 9 mos
Intersecurities, INC.Broker
August 2002 - September 2003 · 1 yr 1 mo
Jefferson Pilot Securities CorporationBroker
April 2002 - September 2002 · 5 mos
Lincoln Investment Planning, INC.Broker
October 2001 - July 2002 · 9 mos
Ogilvie Security Advisors CorporationBroker
March 2001 - December 2001 · 9 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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