Overview
Assets Under Management: $713 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 52
Average Client Assets: $4 million
Frequently Asked Questions
BROOKMONT 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 #145475), BROOKMONT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BROOKMONT CAPITAL MANAGEMENT, LLC is headquartered in DALLAS, TX.
BROOKMONT CAPITAL MANAGEMENT, LLC serves 52 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, BROOKMONT CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BROOKMONT CAPITAL MANAGEMENT, LLC manages $713 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, BROOKMONT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 146
Discretionary Accounts: 146
Regulatory Filings
CRD Number: 145475
Last Filing Date: 2024-03-28 00:00:00
Website: https://brookmont.com