Overview
Assets Under Management: $260 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 127
Average Client Assets: $1.0 million
Frequently Asked Questions
WINEBRENNER 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 #154708), WINEBRENNER CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
WINEBRENNER CAPITAL MANAGEMENT LLC is headquartered in LOUISVILLE, KY.
WINEBRENNER CAPITAL MANAGEMENT LLC serves 127 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, WINEBRENNER CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
WINEBRENNER CAPITAL MANAGEMENT LLC manages $260 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, WINEBRENNER CAPITAL MANAGEMENT LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.15%
Average Client Assets: $1.0 million
Total Client Accounts: 1,042
Discretionary Accounts: 1,042
Regulatory Filings
CRD Number: 154708
Filing ID: 2066344
Last Filing Date: 2026-03-05 16:34:41