WINEBRENNER CAPITAL MANAGEMENT LLC

Overview

Winebrenner Capital Management LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm, SEC‑registered in 2019 and owned by an individual, runs discretionary portfolios and manages pooled vehicles while also selecting and overseeing third‑party managers. Its advisory services include financial planning and portfolio management for individuals/small businesses and for pooled investment vehicles, which points to a hybrid approach combining direct portfolio management with subadvisory relationships. Investment activity is weighted toward publicly available pooled products—primarily mutual funds—and the firm also sponsors and advises private funds, including hedge fund vehicles. The fee schedule combines a percentage of assets under management with performance‑based fees on applicable funds, indicating active management and alignment of incentives for side‑by‑side fund management. Winebrenner is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices