Brackenwood Capital Management, LLC

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Client assets under management

$126,631,575

Clients

34% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,472,460

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $1,000,000: 0.85% $1,000,000+: 0.60%

Project-based

Maximum $250 per hour, negotiable

Main office location

Brackenwood Capital Management, LLC

175 Parfitt Way Sw, #N220

Bainbridge Island WA 98110, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 206.446.0157

Advisors at this firm

Mark K

CFP®, Series 63, Series 65

Bainbridge Island, WA

Brackenwood Capital Management, LLC

Krystal O

Series 65

Bainbridge Island, WA

Brackenwood Capital Management, LLC

Krystal Oien is a financial advisor at Rogowski Wealth Management LLC with a Series 65 credential and three years of industry experience. She has held roles at Seattle Pacific University, Compass Group, FedEx, and Kaufman Direct Mail prior to joining Rogowski Wealth Management. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, focusing on fee-only portfolio management primarily through ETFs and mutual funds. The firm employs an evidence-based, globally diversified approach with systematic tilts toward value and small-cap exposures and emphasizes tax efficiency and customized portfolios.

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