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Brentview investment Management, LLC

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Client assets under management

$104,929,862

Clients

169

100% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

85

High

Average account size

$620,887

About

Brentview Investment Management provides discretionary separate‑account portfolio management primarily for high‑net‑worth individuals and also serves other types of clients, including investment companies and registered investment advisers through sub‑advisory arrangements. The firm makes its dividend‑growth strategies available on multiple wrap fee programs and TAMP platforms and charges advisory fees on a percentage‑of‑assets basis under its advisory agreements.

The firm follows a bottom‑up, fundamentally driven Dividend Growth investment approach and offers distinct strategies—U.S. Dividend Growth, Select Dividend Growth (concentrated global), and International Dividend Growth—focused on dividend‑paying equities and REITs. Accounts are managed discretionarily with the ability for clients to impose reasonable restrictions, and portfolio implementation uses block trades and a formal trade‑rotation process while monitoring preferred weights and sector exposures.

Brentview discloses predecessor performance and advertises third‑party ratings and performance results, a practice that is uncommon among its peers, and it maintains a 50% ownership interest in another SEC‑registered adviser (Charles Fish Investments). The firm is employee‑owned, MBE‑certified, operates with a small advisory team, and reports a substantial Unified Managed Account footprint (over $1 billion), reflecting a notable emphasis on managed account platforms rather than smaller retail individual clients.

Client services

Portfolio management

Expertise

Real estate investing

Fee options

Percentage

$0 - $25 million: 0.50% $25 million - $50 million: 0.45% $50 million - $100 million: 0.40% $100 million - $250 million: 0.35% $250 million+: Negotiated

Other

Account minimum: $1 million Minimum fee: Minimum account sizes can be waived at our discretion; minimum annual fees for separate accounts are negotiated. Fee-only: Annual fees billed quarterly in advance, negotiable based on client circumstances.

Main office location

Brentview investment Management, LLC

One Northfield Plaza, Suite 522

Northfield IL 60093, United States

Number of offices

2

Most active in

California · Florida · Illinois · Massachusetts · Minnesota · New York · Ohio · Tennessee · Texas · Washington

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

user avatar

Cynthia A

Series 65, Series 66

Los Angeles, CA

Brentview investment Management, LLC

Cynthia Aragon is a financial advisor at Brentview Investment Management, LLC with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Cavu Securities LLC, Global View Capital Management, and Altegris Investments. Outside of her advisory role, she operates her own law practice, providing compliance consulting and legal advice. Brentview Investment Management is an employee-owned, MBE-certified registered investment adviser serving high-net-worth individuals and institutional clients. The firm employs a bottom-up, dividend-growth equity strategy across U.S., global, and international portfolios, and acts as a sub-adviser to third-party advisers while distributing strategies through multiple wrap programs and TAMP platforms.

Real estate investing
user avatar

John G

Series 63, Series 65

Northfield, IL

Brentview investment Management, LLC

John Gomez is a financial advisor at Brentview Investment Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at CAVU Securities LLC, Foreside Financial Services, LLC, and Nuveen Securities, LLC, among others. Gomez serves as president of Brentview Investment Management and is responsible for marketing and client services. Brentview Investment Management is an employee-owned, MBE-certified registered investment adviser that provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm employs a fundamentally driven dividend-growth equity approach with multiple strategies and maintains a notable presence in unified managed account and wrap program channels.

Real estate investing
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