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Winebrenner Capital Management LLC

Updated today

Client assets under management

$180,477,172

Clients

436

29% high-net worth

Advisors

7

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

62

Typical

Average account size

$413,938

About

Winebrenner Capital Management (WCM) manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates and charitable organizations and serves as general partner and adviser to four private pooled vehicles: the Winebrenner Income Fund, Winebrenner Total Return Fund, Winebrenner Real Estate Fund, and Winebrenner Opportunity Zone Fund. The firm offers discretionary portfolio management for individual accounts, fund management for pooled vehicles, and access to third‑party money managers plus complementary financial planning and tax‑related tools through unaffiliated platforms.

WCM follows a bottom‑up, fundamental investment process that emphasizes analysis of financial statements, cash flow and intrinsic value to identify undervalued opportunities; at the fund level it pursues distinct objectives such as current income (Income Fund), total return (Total Return Fund), real‑estate investments (Real Estate Fund) and qualified opportunity zone investments (Opportunity Zone Fund). Portfolios are actively monitored, and the firm discloses use of non‑traditional and illiquid assets, derivatives, and other instruments in its pooled vehicles as part of its investment flexibility.

Noteworthy for a team firm, WCM acts not only as an adviser to private funds but as their general partner and private fund manager, including performance‑based allocations on those funds and fund‑level acquisition/disposition arrangements for real estate investments. The firm also has affiliated property management and real‑estate entities (Timberwood Properties LLC; Winebrenner Property Management; Bourbon West Main, NuLu East Main, Main Plumb, and Main Machine) that are involved with fund investments, and it discloses related conflicts, redemption restrictions and custody/standing transfer arrangements as part of its compliance practices.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%

Performance-based

20% performance allocation on pooled investment vehicles (Funds) subject to hurdles and loss carry-forward provisions

Other

Account minimum: $50,000 Fee-only: Management fees tiered as shown; no performance fees on private accounts

Main office location

Winebrenner Capital Management LLC

10602 Timberwood Circle, Suite 13

Louisville KY 40223-5367, United States

Number of offices

1

Most active in

California · Colorado · Florida · Indiana · Kentucky · Ohio · South Carolina · Texas · Utah · Virgin Islands

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

Rebekah E

Series 65

Louisville, KY

Winebrenner Capital Management LLC

Rebekah Ellis is a financial advisor at Winebrenner Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has been with Winebrenner Capital Management in various capacities since 2013. Prior to her advisory role, she worked at the University of Louisville from 2012 to 2016. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, and serves as general partner and adviser to multiple pooled Delaware limited-partnership funds. The firm employs a bottom-up, fundamental investment approach focused on securities trading below estimated intrinsic value and manages approximately $243 million in discretionary assets.

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management Founder/Business Owner Executive
user avatar

Krista T

Series 65

Louisville, KY

Winebrenner Capital Management LLC

Krista Thompson is a financial advisor at Winebrenner Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has been with Winebrenner Capital Management since 2015. Krista also worked at the University of Louisville College of Business for one year. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, as well as serving as general partner and adviser to four pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment process focused on securities trading below intrinsic value and manages approximately $243 million in discretionary assets.

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management Founder/Business Owner Executive
user avatar

Zachary W

Series 63, Series 65

Louisville, KY

Winebrenner Capital Management LLC

Zachary Wheeler is a financial advisor at Winebrenner Capital Management LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Winebrenner, he worked at Merrill and Morgan Stanley. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, while also serving as general partner and adviser to several pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment approach focused on securities trading below intrinsic value and manages both individual accounts and pooled investment vehicles.

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management Founder/Business Owner Executive
user avatar

Peyton H

Series 65

Louisville, KY

Winebrenner Capital Management LLC

Peyton Hazelrig is a financial advisor at Winebrenner Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at SCA Health, Arlington Partners, Northern Trust, and Freddie Mac. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, and serves as general partner and adviser to four pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment process focused on securities trading below estimated intrinsic value and manages approximately $243 million in discretionary assets.

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management Founder/Business Owner Executive
user avatar

Martin W

Series 65

Louisville, KY

Winebrenner Capital Management LLC

Martin Winebrenner is a financial advisor at Winebrenner Capital Management LLC in Louisville, KY, holding a Series 65 designation with four years of industry experience. His work history includes multiple periods at Winebrenner Capital Management LLC and a role as a leasing consultant at The Dinnerstein Companies in Santa Monica, CA. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, as well as serving as general partner and adviser to several pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment approach focused on securities trading below intrinsic value and manages both individual accounts and pooled investment vehicles.

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management Founder/Business Owner Executive
user avatar

Earl W

Series 63, Series 65

Louisville, KY

Winebrenner Capital Management LLC

Earl Winebrenner III is a financial advisor at Winebrenner Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Winebrenner Capital Management since 2010. Outside his advisory role, he manages several non-investment real estate and commercial property entities, as well as a restaurant business in Louisville, KY. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, and serves as general partner and adviser to multiple pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment approach focused on securities trading below intrinsic value and manages both individual accounts and pooled vehicles with approximately $243 million in discretionary assets under management.

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management Founder/Business Owner Executive
user avatar

Wesley C

Series 66

Louisville, KY

Winebrenner Capital Management LLC

Wesley Crowdis is a financial advisor at Winebrenner Capital Management LLC in Louisville, KY, holding a Series 66 designation with 15 years of industry experience. He has been with Winebrenner Capital Management since 2010. Outside of his advisory role, Crowdis owns and operates a lawn care business serving local clients. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, as well as serving as general partner and adviser to four pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment approach, managing both individual accounts and pooled vehicles with approximately $243 million in discretionary assets under management.

Private / alternative investments Real estate investing Concentrated stock management Active portfolio management Founder/Business Owner Executive
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