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Building 2WINEBRENNER CAPITAL MANAGEMENT LLC

Map pinLOUISVILLE, KY
Phone502-671-0015
NotebookSEC #801-115158
Total AUM
$260.5M
Employees
9
Clients
461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10602 TIMBERWOOD CIRCLE
SUITE 13
LOUISVILLE
KY 40223-5367
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
502-671-0015

ReceiptFinancials

Total AUM
$260.5M
Accounts
1,042
Discretionary
$260.5M
Accounts
1,042
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
309
AUM
$52.5M
HNW Individual Clients
127
AUM
$128M
Pooled Vehicle Clients
4
AUM
$73.7M
Charitable Organization Clients
1
AUM
$144.4K
Insurance Company Clients
1
AUM
$1.1M
Corporation or Business Clients
19
AUM
$5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLINKYOHSCTXUTVI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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