Winebrenner Capital Management LLC

RIASEC Registered

Total AUM

$260M

Discretionary

$260M

100% of AUM

Avg account

$250K

Accounts

1,042

Employees

Advisory reps

Firm details

Headquarters: Louisville, Kentucky
CRD number: 154708
Registered since: May 3, 2019
Website: wcmria.com
Custodians: CHARLES SCHWAB & CO., INC., STONEX SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI49.15%
Pooled Investment Vehicles28.31%
Individuals20.14%
Corporations / Businesses1.93%
Insurance Companies0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Winebrenner Capital Management LLC is an independent, individual-owned registered investment adviser that positions itself as an allocator across both individual/family and institutional clients. The firm is SEC-registered (since 2019) and charges typical asset-based fees alongside performance-based fees on select mandates. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. Winebrenner acts as a capital allocator and sponsors private funds as part of its product mix. The firm does not identify as an active ESG investor and is not presented as a multistate adviser in the available filings. Its client base spans retail and institutional relationships, and the business model combines managed account work with pooled fund activity and third-party manager selection.