Braintrust Capital, LLC

RIAState Registered
Total AUM
$95M
Discretionary
$45M
47% of AUM
Avg account
$888K
Accounts
107
Employees
1
Advisory reps
1

Firm details

Headquarters
San Antonio, Texas
CRD number
319510
Registered since
April 11, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 53%, Exchange Traded Equities 40%, US Government Bonds 4%, State & Local Bonds 1%53%
  • Other53%
  • Exchange Traded Equities40%
  • US Government Bonds4%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Roger Graham

    Roger Graham

    CIO & CEOCRD 5942837

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth