B.R. Chamberlain & Sons, Inc. (Ocoee)


B.R. Chamberlain & Sons, Inc. is a large advisory firm based in Ocoee. It manages $559.26 million of regulatory assets for 4,860 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 12 other states.

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

B.R. Chamberlain & Sons: assets under management

The assets under management (AUM) of B.R. Chamberlain & Sons, Inc. is $559.26 million. The firm's AUM has grown by 3561% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $559.23 million in discretionary accounts and $30 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay B.R. Chamberlain & 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.

Careers at B.R. Chamberlain & Sons, Inc.

Peter Lynn Chamberlain has been acting as President since 1 Jan 1982. Angelo Anthony Alleca joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Peter Lynn Chamberlain President/owner/chief compliance officer 1 Jan 1982 75% - 100% 821379
Ben G Zoutendijk Chief compliance officer 1 May 2006 Other 3130438
Angelo Anthony Alleca Chief compliance officer 1 Aug 2006 Other 2326763
Sc Equity Group Inc Direct owner 1 Aug 2006 75% - 100% 16-1575034

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Angelo Anthony Alleca Principal 1 Oct 1997 75% - 100% 2326763

Based in Ocoee

The principal office where B.R. Chamberlain & Sons, Inc. performs its advisory services is located at 2731 S. 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.itcflorida.com.