Braemont Capital
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Overview
Braemont Capital operates as an advisory company based in Dallas, Texas. The firm handles $501.8 million in assets under management over two customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). It has a small group, including 6 financial advisors. Braemont Capital does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like bonds, stocks and options.
Braemont Capital manages all of its client assets on a discretionary basis. Discretionary management signifies that transaction choices are made by a portfolio manager without needing to seek client authorization. The advisory firm administers about $250.9 million in assets for each client account. The typical financial advisor at Braemont Capital administers fewer than one client account, placing it among the most personalized advisor firms in the country.
Braemont Capital's headquarters is at 3963 Maple Avenue, Dallas, Texas 75219. Braemont Capital is legally registered to provide services to customers throughout a number of states, including North Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Braemont Capital by the Numbers
$501.8 million
13
2
$250.9 million
Fee Structure
Financial management fees usually depend on the type of financial services offered. Fee types charged by Braemont Capital likely include the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single 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 provides services to pooled investment vehicles. Out of its two clients, Braemont Capital's largest client group is pooled investment vehicles. Around 50% of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Braemont Capital does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Braemont Capital
Dallas, TX
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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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