BROOKMONT CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2007

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 an SEC-registered limited liability company that has been operating since 2007. The firm is owned by an individual and serves both high-net-worth individuals and family clients as well as institutional accounts. Its advisory work is largely discretionary portfolio management across a range of client types — individuals/small businesses, pooled vehicles, investment companies and institutions — and the firm also produces periodic client communications such as newsletters. Brookmont bills clients primarily as a percentage of assets under management, with some arrangements listed as “other.” It is not structured or reported as a capital allocator and is not identified as an active ESG investor or a multistate adviser.