Northbrook Financial Planning LLC
● SEC registered since 2026CRD 309060SEC# 801-136522Baltimore, MD
Reg. AUM
$108.8M
Employees
8
Accounts
474
Location
Baltimore, MD
Northbrook Financial Planning LLC assets under management
Northbrook Financial Planning LLC is an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2026. It reports $108.8 million in regulatory assets under management and employs 8 people.
Northbrook Financial Planning LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elliot Jacob Pepper Control | Chief Financial Officer | Under 5% | 2020 |
| Mdfp LLC Control | Owner | 50-75% | 2025 |
| Michael John Delaney Control | Chief Compliance Officer, And Chief Executive Officer | Under 5% | 2020 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northbrook Financial Planning LLC manage?
Northbrook Financial Planning LLC reports $108.8 million in regulatory assets under management on its Form ADV.
How many employees does Northbrook Financial Planning LLC have?
Northbrook Financial Planning LLC reports 8 employees.
Where is Northbrook Financial Planning LLC located?
Northbrook Financial Planning LLC is based in Baltimore, MD and has been SEC-registered since 2026.
Does Northbrook Financial Planning LLC disclose fund performance?
Northbrook Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1340 Smith Ave Ste 200, Baltimore, MD 21209 |
| Phone | 410-941-9709 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108.8MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$108.8Mregulatory AUM
Discretionary $108.8M