James
Crabtree
Winebrenner Capital Management LLC
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About this Advisor
James Crabtree is a financial advisor based in Louisville, Kentucky, working with Winebrenner Capital Management LLC. James has previously held positions 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. James has passed the Series 66 regulatory exam and is registered to provide services in Florida, Indiana, Kentucky, and Texas. Currently, James is part of Winebrenner Capital Management LLC, which operates out of Louisville, Kentucky. The firm has 10 employees and manages assets totaling $220.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Winebrenner Capital Management LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
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Winebrenner Capital Management LLC Brokerage Details
$220,062,545
10
1,002
$219,623
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
James Crabtree Work History
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
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
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