Overview
Assets Under Management: $854 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 93
Average Client Assets: $8.8 million
Frequently Asked Questions
BRAINARD 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 #136641), BRAINARD CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
BRAINARD CAPITAL MANAGEMENT LLC is headquartered in AUSTIN, TX.
BRAINARD CAPITAL MANAGEMENT LLC serves 93 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, BRAINARD CAPITAL MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
BRAINARD CAPITAL MANAGEMENT LLC manages $854 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, BRAINARD CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.55%
Average Client Assets: $8.8 million
Total Client Accounts: 413
Discretionary Accounts: 413
Regulatory Filings
CRD Number: 136641
Filing ID: 1723562
Last Filing Date: 2023-03-31 12:22:00