B
Brinker Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$355,922
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Brinker Asset Management is an investment manager that primarily serves pooled vehicles and institutional clients while also noting a role with high‑net‑worth individuals. Its Form ADV describes the firm’s provision of investment management and advisory services and indicates it uses a percentage‑of‑AUM fee model common in the category.
The firm reports that a substantial portion of its assets are managed on a non‑discretionary basis, so Brinker typically provides recommendations while clients or governing bodies retain final trading authority. The brochure also addresses topics such as performance‑based fees and side‑by‑side management and outlines the firm’s methods of analysis and risk considerations.
Distinctive features in the ADV include a relatively small reported AUM (about $356,000) and no listed advisory personnel, which is atypical for investment managers of this type. Combined with the uncommon mix of primarily non‑discretionary mandates and service to high‑net‑worth individuals alongside pooled/institutional work, the firm’s operating profile differs from most peers.
Client services
Portfolio management
Fee options
Account minimum: Information not provided in the brochure
Main office location
Brinker Asset Management
Tetonia ID, United States
Number of offices
1
Most active in
Brinker Asset Management has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
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.
Forms ADV
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