D. M. Brenner, Inc.

Overview

D. M. Brenner, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as select institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services and manager selection. Compensation is a mix of percentage-of-AUM and fixed fees, and the firm also conducts insurance brokerage activity alongside its advisory business. Investment behavior points to a manager that acts as a capital allocator: it constructs client portfolios using public equities and mutual funds while selectively allocating to third‑party alternative managers. The firm is not an active ESG investor and does not position itself as a multi-state adviser. Given its advisory activities and explicit manager-selection service, D. M. Brenner, Inc. blends direct, liquid market exposures with external alternative fund allocations to meet client objectives.

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Public Holdings

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Location & Offices