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Brandsma Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Brandsma Capital LLC provides portfolio management, financial planning, and access to cash-management and account-aggregation services. The firm’s ADV lists individuals and high‑net‑worth individuals as client types and reports no assets under management as of June 2025.
The firm generates an Investment Policy Statement for each client and tailors portfolios to goals, time horizon, and documented risk tolerance, using a mix of methods that include fundamental, quantitative, technical (charting), cyclical analysis, and modern portfolio theory, and employing both long‑ and short‑term trading. BCL may utilize a wide range of instruments — including structured products, private placements, non‑traded REITs, venture capital funds, and ETFs — and states a policy of aiming for fair allocation of limited opportunities such as IPOs among clients.
Distinctive features noted in the brochure include the regular distribution of email newsletters and social media posts and the offering of educational seminars to groups (often provided as community service), alongside availability of hourly planning engagements. The firm also discloses that a principal holds an insurance license but does not actively use it in the advisory business and does not accept outside compensation for insurance referrals.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Annual review, cash management account access
Annual review, cash management account access
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Retirement income strategy
Debt management
Fee options
Comprehensive planning one-time flat fee $5,000; Cash Management Account Access $5/month; Annual Review Service $25/month fixed fee
$0 - $100,000: Flat fee of $25/month $0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$100/hour for financial planning; $100/hour for educational seminars (minimum 3 hours)
Minimum fee: $25/month for clients with less than $100,000 AUM; $25/month fixed fee for Annual Review Service Fee-only: Financial planning fees: $100/month fixed fee for up to 2 hours; hourly rate $100/hour; comprehensive planning flat fee $5,000 or graduated fee $5,000 per $1 million in advisable assets; Annual Review Service $25/month fixed plus asset-based fee as per AUM tiers; Cash Management Account Access $5/month fixed fee
Main office location
Brandsma Capital LLC
Hollister MO, United States
Number of offices
1
Most active in
Brandsma Capital LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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