James
Crabtree
Winebrenner Capital Management LLC
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About this Advisor
James Crabtree is a financial advisor who works out of Louisville, Kentucky with a total of 1 year of relevant experience. Crabtree works at Winebrenner Capital Management LLC. The advisor has gained experience at Edward Jones, Liberty Banker'S Life Insurance Company, Gerber Life Insurance Company, Ameriprise Financial Services, Inc, Morgan Stanley, Winebrenner Capital Management LLC, Columbian Life Insurance Company, Reserve National Insurance Company, Orca Life and American Memorial Life Insurance Company. Crabtree has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Indiana, Kentucky and Texas. Winebrenner Capital Management LLC is a financial advisory firm based in Louisville, KY. It handles $192 million in assets under management between its 951 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 951 accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Winebrenner Capital Management LLC provides a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial management depend on which services the firm provides the client. Fee types charged by Winebrenner Capital Management LLC most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Winebrenner Capital Management LLC Brokerage Details
$191,528,103
10
951
$201,397
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
James Crabtree Work History
James has been registered as a financial advisor for 1 years.*
Winebrenner Capital Management LLC
Morgan Stanley
Orca Life
American Memorial Life Insurance Company
Ameriprise Financial Services, Inc
Edward Jones
Columbian Life Insurance Company
Orca Life
Liberty Banker'S Life Insurance Company
Gerber Life Insurance Company
Reserve National Insurance Company
Orca Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Crabtree to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Winebrenner Capital Management LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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