Brentonian Capital Management LLC

Overview

Brentonian Capital Management LLC is a small, fee-based registered advisor organized as an LLC that focuses on discretionary portfolio management for individuals and small businesses. The firm tilts toward equity exposure and identifies as an active ESG investor, suggesting ESG criteria are integrated into security selection or manager choice. Client relationships are few and concentrated, which implies a high-touch, customized approach to portfolio construction rather than a mass-market product. Investment activity centers on exchange-traded equities as the dominant allocation, complemented by mutual funds and an allocation to real estate through third-party managers. The firm charges a percentage-of-AUM fee and manages accounts on a discretionary basis, which supports centralized decision-making and ongoing rebalancing across accounts. Given the client base (individuals and families) and account sizes, tax management and income planning are likely part of the advisory process.

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Public Holdings

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Location & Offices