Hollow Brook Wealth Management LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $575 million in investments as of September 30, 2026. This filing is significant as it underscores the firm’s ongoing strategy in wealth management and its diverse portfolio of assets.

The filing, made on October 29, 2026, indicates that Hollow Brook Wealth Management continues to navigate the competitive landscape of wealth management firms. With a focus on strategic investments, the firm aims to enhance its position within the industry.

Background

Hollow Brook Wealth Management LLC, based in Katonah, New York, is a wealth management firm that provides investment advisory services. The firm operates under the Central Index Key (CIK) 0001455251 and has a fiscal year ending on December 31. The company was formerly known as Hollow Brook Associates LLC before its name change in February 2009.

What the Filing Says

The recent filing, identified by accession number 0001172661-26-004751, indicates that the firm reported a total of 87 investment entries, with a combined value of $575,484,534. The filing was signed by Philip Richter, the Chief Compliance Officer, confirming the accuracy of the reported holdings.

Impact

This update may affect various stakeholders, including investors, clients, and competitors in the wealth management sector. The disclosed assets reflect the firm’s investment strategies and could influence client decisions regarding asset management.

What's Next

The filing does not specify what happens next for Hollow Brook Wealth Management LLC, leaving future strategic moves open to speculation.