← Back to searchVisit website
BROOKMONT CAPITAL MANAGEMENT
BROOKMONT CAPITAL MANAGEMENT, LLC
CRD 145475 · SEC 801-68533
5950 BERKSHIRE LANE, SUITE 1420, DALLAS, TX, 75225, United States
Phone
214-953-0190
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$910.5M
Discretionary AUM
$910.5M
Team
4 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS CONSULTED UPON
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsPORTFOLIO MANAGEMENT STRATEGY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $176.7M |
| Investment companies | 2 | $177.9M |
| Pooled investment vehicles | 1 | $104.2M |
| Charitable organizations | 6 | $20.3M |
States served
AL, AR, CA, GA, IL, KY, LA, ME, MD, MA, NV, NC, PA, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD