Braintrust Capital, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 319510
- Registered since
- April 11, 2022
- Website
- www.braintrustcapital.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.16%
- Individuals16.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Braintrust Capital, LLC is a Texas-based independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients and bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The adviser is newly formed and operates under state registration in Texas rather than as a multi-state or SEC-registered adviser. It identifies an affiliation with an insurance company and does not describe itself as a capital allocator or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other53%
- Exchange Traded Equities40%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
1 of 1
Roger Graham
CIO & CEOCRD 5942837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 17806 Ih 10 W
- Time zone
- CT (UTC-6)
- Office locations
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