Brentonian Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,314,052
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$539,257
About
The firm provides discretionary asset management to individual and high-net-worth clients, managing approximately $4.31 million across eight accounts and generally requiring a $250,000 minimum (which may be lowered or waived in certain cases). Services include ongoing portfolio management, documentation of client goals and restrictions, and quarterly account statements delivered by the custodian.
Investment decisions are tailored to each client’s stated objectives and risk tolerance, using a mix of fundamental and technical analysis and periodic reviews to determine rebalancing and tax-loss harvesting opportunities. The firm routinely exercises discretionary trading authority and discloses that strategies available to clients may include options trading, spreading strategies, and other derivatives exposures.
Compared with many independent solo advisors, the firm’s use of derivatives and explicit option-writing strategies in separately managed accounts is a distinguishing practice, since few peers employ derivatives at the account level. The firm also manages accounts separately (not aggregating trades), relies on a single custodian relationship that provides support services, and does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Portfolio management
Expertise
Options & derivatives strategies
ESG / Sustainable investing
Fee options
$0 - $250,000: 1.25% annually $250,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.85% annually $2,000,000.01+: 0.75% annually
Account minimum: $250,000
Main office location
Brentonian Capital Management LLC
Mableton GA, United States
Number of offices
1
Most active in
Brentonian Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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