Brennan Capital Management LLC

The firm serves individual and high-net-worth clients as well as corporations and charitable organizations, offering discretionary investment management alongside project-based and ongoing comprehensive financial planning, pension consulting, and employee benefit plan advisory. It manages roughly $40.8 million for about 62 client relationships through a small advisory team and provides both standalone planning engagements and integrated investment-plus-planning arrangements.

BCM’s investment approach is grounded in modern portfolio theory and primarily uses passive asset-class exposures, implemented with index mutual funds and ETFs, while also employing third‑party managers and custodial services through a major institutional custodian. The firm’s programs can incorporate a range of alternative asset classes (including commodities, currencies, private funds, and cryptocurrencies) and allow client-imposed restrictions and tailored asset-allocation targets.

Compared with many peers, the firm routinely offers public educational seminars at no cost to attendees, an offering that is relatively uncommon among similar advisers and presented as general, non‑individualized financial education. The firm also discloses a referral arrangement with an independent CPA (a material conflict it documents) and does not accept performance-based or wrap fees, preferring asset‑based and fixed/ hourly planning fee structures.