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Brennan Capital Management LLC

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Client assets under management

$40,089,041

Clients

62

23% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

31

Low

Average account size

$646,597

About

The firm serves individual and high-net-worth clients as well as corporations and charitable organizations, offering discretionary investment management alongside project-based and ongoing comprehensive financial planning, pension consulting, and employee benefit plan advisory. It manages roughly $40.8 million for about 62 client relationships through a small advisory team and provides both standalone planning engagements and integrated investment-plus-planning arrangements.

BCM’s investment approach is grounded in modern portfolio theory and primarily uses passive asset-class exposures, implemented with index mutual funds and ETFs, while also employing third‑party managers and custodial services through a major institutional custodian. The firm’s programs can incorporate a range of alternative asset classes (including commodities, currencies, private funds, and cryptocurrencies) and allow client-imposed restrictions and tailored asset-allocation targets.

Compared with many peers, the firm routinely offers public educational seminars at no cost to attendees, an offering that is relatively uncommon among similar advisers and presented as general, non‑individualized financial education. The firm also discloses a referral arrangement with an independent CPA (a material conflict it documents) and does not accept performance-based or wrap fees, preferring asset‑based and fixed/ hourly planning fee structures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Passive / index investing Business sale tax planning College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Project-Based Financial Planning fixed fee ranging from $750 to $3,000 depending on complexity

Percentage

Up to 1.50% per year (single flat rate typical, but can be tiered between 0.65% to 1.50%)

Project-based

$300 per hour for financial planning engagements

Subscriptions

Ongoing Comprehensive Financial Planning: upfront fee up to $5,000 plus ongoing $750 per month

Other

Fee-only: Investment management fees based on assets under management, project-based financial planning fixed fees, hourly financial planning fees, ongoing comprehensive financial planning fees.

Main office location

Brennan Capital Management LLC

8 Wright Street, Suite 107

Westport CT 06880, United States

Number of offices

3

Most active in

California · Connecticut · Florida · New York · Ohio · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Michael B

CFP®

Westport, CT

Brennan Capital Management LLC

As the Founder of Brennan Capital Management, I bring over 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Business ownership considerations Business Financial Management Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
user avatar

Thomas T

Series 65

Amagansett, NY

Brennan Capital Management LLC

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.

Passive / index investing Business sale tax planning College savings (529s, UTMA, etc.) Founder/Business Owner
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