Advisors at this firm
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.
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.
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.
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.
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.
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.
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.