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WINEBRENNER CAPITAL MANAGEMENT LLC
CRD 154708 · SEC 801-115158
10602 TIMBERWOOD CIRCLE, SUITE 13, LOUISVILLE, KY, 40223-5367, United States
Phone
502-671-0015
Fax
502-671-5277
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.5M
Discretionary AUM
$260.5M
Team
9 total employees; 5 advisory reps; 14 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 309 | $52.5M |
| High net worth individuals | 127 | $128.0M |
| Pooled investment vehicles | 4 | $73.7M |
| Corporations/business entities | 19 | $5.0M |
States served
CA, CO, IN, KY, OH, SC, UT, VI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD