Brookmont Capital Management
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
FINTRXOverview
Brookmont Capital Management is an SEC-registered limited liability company that operates as an institutional RIA. The firm has been registered since 2007 and is owned by an individual. Its client base spans high-net-worth individuals and families as well as institutional clients. Brookmont primarily provides discretionary portfolio management across individual and pooled vehicles, including advisory services to investment companies and businesses; it also produces periodic publications or newsletters for clients. Brookmont manages portfolios directly rather than acting as a third‑party allocator. The firm charges fees based on a percentage of assets under management (and other fee arrangements in some cases). It does not identify as an active ESG investor and does not present itself as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Ethan Powell
Principal and Chief Investment OfficerCRD 6067295
Contacts
2 of 2Neal Scott
PrincipalCRD 2174060

Robert Frizell
Vice President of InvestmentsCRD 2524912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$7.9M in ETFs
94%
$7.4M
0%
$499K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.3M | 1,774 | 16.79% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5950 Berkshire Ln
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Braemont Capital
RIADallas, TX
Riata Capital Group, LLC
RIADallas, TX
Vaquero Private Wealth, Ltd.
RIADallas, TX
Commerce Street Investment Management
RIADallas, TX
LWO LLC
RIADallas, TX
Bluescape Energy Partners LLC
RIADallas, TX