Overview
Assets Under Management: $127 million
Headquarters: BAINBRIDGE ISLAND, WA
High-Net-Worth Clients: 29
Average Client Assets: $3.3 million
Frequently Asked Questions
BRACKENWOOD CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135478), BRACKENWOOD CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRACKENWOOD CAPITAL MANAGEMENT, LLC is headquartered in BAINBRIDGE ISLAND, WA.
BRACKENWOOD CAPITAL MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated April 15, 2026. View client details ↓
According to their SEC Form ADV, BRACKENWOOD CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRACKENWOOD CAPITAL MANAGEMENT, LLC manages $127 million in client assets according to their SEC filing dated April 15, 2026.
According to their SEC Form ADV, BRACKENWOOD CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.59%
Average Client Assets: $3.3 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 135478
Filing ID: 2077618
Last Filing Date: 2026-04-15 12:51:51