A complete list of active advisors currently associated with Brentonian Capital Management LLC
Warmer can help you find a great advisor at Brentonian Capital Management LLC or one who fits your needs even better.
The firm provides discretionary asset management to individual and high-net-worth clients, managing approximately $4.31 million across eight accounts and generally requiring a $250,000 minimum (which may be lowered or waived in certain cases). Services include ongoing portfolio management, documentation of client goals and restrictions, and quarterly account statements delivered by the custodian. Investment decisions are tailored to each client’s stated objectives and risk tolerance, using a mix of fundamental and technical analysis and periodic reviews to determine rebalancing and tax-loss harvesting opportunities. The firm routinely exercises discretionary trading authority and discloses that strategies available to clients may include options trading, spreading strategies, and other derivatives exposures. Compared with many independent solo advisors, the firm’s use of derivatives and explicit option-writing strategies in separately managed accounts is a distinguishing practice, since few peers employ derivatives at the account level. The firm also manages accounts separately (not aggregating trades), relies on a single custodian relationship that provides support services, and does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.
To learn more about the advisors currently working at Brentonian Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mableton, GA
| 3
|
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