Braintrust Capital, LLC

Braintrust Capital, LLC provides investment advisory and financial planning services to individual investors and to employer-sponsored retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. Its retirement plan consulting work includes assistance with investment policy statements, selection and monitoring of plan investment options, asset allocation modeling, and participant education.

Portfolios are constructed from individual stocks, bonds, ETFs, options, mutual funds and other public securities and are continuously monitored and rebalanced to align with client objectives and risk tolerance; the firm describes using fundamental, technical, quantitative and sector analysis in its investment process. The firm manages accounts on both discretionary and non‑discretionary bases and reports approximately $45 million in discretionary and $50 million in non‑discretionary regulatory assets as of the most recent filing, indicating a substantial portion of assets under non‑discretionary authority.

Compared with many peers, the firm’s advisers also act as licensed insurance agents/brokers and disclose insurance product sales and related compensation as an affiliated activity that could present conflicts of interest the firm states it will manage consistent with its fiduciary duties. The brochure also emphasizes work with a broader set of consulting services and asset types — including ERISA fiduciary support for plans, corporate and tax planning, cost segregation studies, and management of royalty interests — offerings that are less common among small independent advisory firms.