Krista Thompson
Advisor at Winebrenner Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Winebrenner Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Louisville, KY 40223-5367
Credentials
Series 65
Industry experience
4 years
Krista Thompson is a financial advisor at Winebrenner Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has been with Winebrenner Capital Management since 2015. Krista also worked at the University of Louisville College of Business for one year. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, as well as serving as general partner and adviser to four pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment process focused on securities trading below intrinsic value and manages approximately $243 million in discretionary assets.
Based on Winebrenner Capital Management LLC
Based on Winebrenner Capital Management LLC
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%
20% performance allocation on pooled investment vehicles (Funds) subject to hurdles and loss carry-forward provisions
Account minimum: $50,000 Fee-only: Management fees tiered as shown; no performance fees on private accounts
10602 Timberwood Circle, Suite 13
Louisville, KY 40223-5367
Kentucky
Winebrenner Capital Management LLC
2019 - Present (7 years)
Winebrenner Capital Management LLC
2015 - 2019 (4 years)
University of Louisville College of Business
2015 - 2016 (1 year)
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