Winebrenner Capital Management LLC
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Overview
Winebrenner Capital Management LLC operates as a financial advisor firm that has its headquarters in Louisville, Kentucky. The firm handles $191.5 million in total assets across 951 client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The company has a small team, including 4 financial advisors. Winebrenner Capital Management LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, bonds and equities.
Winebrenner Capital Management LLC manages all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without requiring client consent. Winebrenner Capital Management LLC's average account size is $201,397. The average advisor at Winebrenner Capital Management LLC administers about 238 client accounts.
Winebrenner Capital Management LLC's headquarters is at 10602 Timberwood Circle, Louisville, Kentucky 40223-5367. Winebrenner Capital Management LLC is legally permitted to provide services to customers across a number of states, including California, Florida, Indiana, Kentucky, Ohio, South Carolina, Texas, Utah and Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Winebrenner Capital Management LLC by the Numbers
$191.5 million
10
951
$201.4 thousand
Fee Structure
Financial management fees usually are based on which services the firm provides the client. However, fees billed by the company can be comprised of some combination of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors, pooled investment vehicles and corporations. Out of its 951 accounts, Winebrenner Capital Management LLC's biggest client type is retail investors, though it also caters to 70 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 18.77%
- Other Individuals - 76.94%
- Corporations - 4.29%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Winebrenner Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Winebrenner Capital Management LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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