Brookmont Capital Management

RIASEC Registered

Total AUM

$910M

Discretionary

$910M

100% of AUM

Avg account

$6.6M

Accounts

137

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 145475
Registered since: November 15, 2007
Website: www.brookmont.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Other
Client types: Other47.38%
Investment Companies19.54%
HNWI19.4%
Pooled Investment Vehicles11.45%
Charitable Organizations2.23%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Brookmont Capital Management is a limited liability company organized as an institutional registered investment adviser. The firm is SEC-registered (initial registration 2007) and is owned individually. Its client mix includes high-net-worth individuals and families as well as institutional clients. Brookmont charges fees that include a percentage of assets under management and other fee arrangements. Advisory services span discretionary portfolio management across client types: individuals and small businesses, investment companies, pooled investment vehicles and institutional/business accounts. The firm also produces periodicals or newsletters as part of its activities. Brookmont does not identify as an active ESG investor and is not structured as a capital allocator.