Brinker Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 134164
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Brinker Asset Management operates as a small, corporation-style registered advisory business focused on portfolio management for individuals and small businesses. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Investment activity is concentrated in liquid equity exposures, with a stated preference for exchange-traded instruments. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser, which aligns with a localized, boutique operating footprint. Advisory activity is limited to portfolio management and is reported as non-discretionary only.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities73%
- Cash & Cash Equivalents27%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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