Brackenwood Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brackenwood Capital Management is a small SEC-registered investment adviser that manages approximately $126.6 million on a discretionary basis for about 86 clients, including individuals, high-net-worth individuals, small businesses, and trusts. The firm provides ongoing discretionary portfolio management and hourly financial planning and consulting services delivered by a two-advisor practice.
The firm implements long-term, asset-class diversified portfolios grounded in Modern Portfolio Theory, primarily using no-load mutual funds and ETFs with periodic (typically quarterly) rebalancing and discretionary trading authority. Financial planning is offered on an hourly basis and is described in the brochure as largely consultative; the firm states it does not typically deliver a formal written financial plan.
Distinctive features noted in the brochure include the firm’s recent SEC registration in May 2026 and its sole‑ownership structure with the principal responsible for supervision of the firm’s activities. The principal also maintains a life and disability insurance license and may periodically offer commission‑based insurance products (disclosed as a potential conflict), the firm recommends a single custodian and participates in that custodian’s institutional program (receiving economic benefits), requires use of its institutional custodial relationships rather than accepting directed brokerage, does not vote client proxies, and is deemed to have custody to the extent it deducts fees or holds signed letters of authorization.
Client services
Expertise
Fee options
$0 - $1,000,000: .85% $1,000,000+: .60%
Maximum $250 per hour; negotiable
Main office
175 Parfitt Way SW, #N220
Bainbridge Island WA 98110
Advisors at this office
2
Most active in
Washington
Also doing business as
Brackenwood Capital Management · Brackenwood Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Mark K
CFP®, Series 63, Series 65
Bainbridge Island, WA
Brackenwood Capital Management, LLC
Mark Kruse is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Brackenwood Capital Management, LLC since 2005. He holds Series 63 and Series 65 licenses and operates from Bainbridge Island, WA. In addition to his advisory role, he is a licensed insurance producer in Washington State, offering life and disability insurance. Brackenwood Capital Management, LLC is a small, supported firm with two advisors.
Krystal O
Series 65
Bainbridge Island, WA
Brackenwood Capital Management, LLC
Krystal Oien is a financial advisor at Brackenwood Capital Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at Rogowski Wealth Management since 2022. Her prior roles include multiple positions at Seattle Pacific University and other organizations. Brackenwood Capital Management is a small SEC-registered investment adviser managing approximately $126.6 million in discretionary assets for around 86 clients, including individuals, high-net-worth individuals, small businesses, and trusts. The firm offers long-term, asset-class diversified portfolio management using no-load mutual funds and ETFs, along with hourly financial planning and consulting services.
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