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RIA / WealthAdvisor17 years in industry

Jamilah McCluney

Advisor at BROOKWOOD INVESTMENT GROUP

PHOENIX, AZ | Northridge, CA

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Search this name across graphsid dfx:ria:08e3791a-ec36-426f-aa43-e86b201181e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROOKWOOD INVESTMENT GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Dec 5, 2020
First registration: Jan 21, 2021
Dual registered: no
IAPD individual key: 7326476

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROOKWOOD INVESTMENT GROUP	Independent wealth	Apr 2, 2026	n/a	yes	Northridge, CA\|PHOENIX, AZ	Current employment
REDWOOD PRIVATE WEALTH	Former SEC adviser	Apr 4, 2022	Mar 31, 2025	no	PHOENIX, AZ\|NORTHRIDGE, CA	Previous registration
BLUE OCEAN CAPITAL MANAGEMENT, LLC	n/a	Aug 18, 2021	Apr 1, 2022	no	Calabasas, CA\|SIMI VALLEY, CA	Previous registration
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 12, 2021	Aug 4, 2021	no	CALABASAS, CA\|BRENTWOOD, TN	Previous registration
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Jan 21, 2021	Apr 22, 2021	no	RENO, NV\|Northridge, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REDWOOD PRIVATE WEALTH	BROOKWOOD INVESTMENT GROUP	Mar 31, 2025	Apr 2, 2026	367	Bulk transfer	RIA to RIA
BLUE OCEAN CAPITAL MANAGEMENT, LLC	REDWOOD PRIVATE WEALTH	Apr 1, 2022	Apr 4, 2022	3	Firm change	Other
VIRTUE CAPITAL MANAGEMENT, LLC	BLUE OCEAN CAPITAL MANAGEMENT, LLC	Aug 4, 2021	Aug 18, 2021	14	Firm change	Other
BELPOINTE ASSET MANAGEMENT LLC	VIRTUE CAPITAL MANAGEMENT, LLC	Apr 22, 2021	Apr 12, 2021	-10	Firm change	RIA to RIA

Relationships

Registered with (5)

→ BROOKWOOD INVESTMENT GROUPRegistered adviserregistration: current employment
Apr 2, 2026 to presentfactForm ADV
→ REDWOOD PRIVATE WEALTHRegistered adviserregistration: previous registration
Apr 4, 2022 to Mar 31, 2025factForm ADV
→ BLUE OCEAN CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 18, 2021 to Apr 1, 2022factForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 12, 2021 to Aug 4, 2021factForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 21, 2021 to Apr 22, 2021factForm ADV

Dated events

Occurred
Apr 1, 2022
Advisor changed firm
Jamilah Mccluney left Blue Ocean Capital Management, Llc for Redwood Private Wealth (registered 2022-04-04)
Form ADVobserved 6 days ago