D. M. Brenner, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,169,576
Clients
124
Advisors
4
of 5 employees
About
D. M. Brenner, Inc. is a SEC-registered advisory firm operating with a five-advisor team that provides customized financial planning, discretionary asset management, and consulting for qualified plan sponsors. The firm serves individual clients, including high-net-worth households, and reported approximately $197.2 million in discretionary assets under management as of December 31, 2025, with additional assets under advisement.
The firm’s investment approach emphasizes asset-allocation strategies grounded in Modern Portfolio Theory and tailors portfolios to clients’ time horizons and risk tolerances, offering combined financial planning and asset management for a single fee. D. M. Brenner, Inc. implements portfolios using mutual funds, ETFs, individual securities, and, when appropriate, SMA managers or sub‑advisers, and it offers tax‑aware portfolios for non‑qualified accounts as well as access to alternative or private fund investments in specific situations; its brochure also discloses that the firm no longer offers non‑discretionary asset management.
Noteworthy distinctions include that firm representatives are licensed insurance agents who may recommend and receive commissions on insurance products—an arrangement the brochure discloses and describes controls for as a potential conflict of interest. The firm also discloses solicitor/referral arrangements with other advisory firms and maintains a $500,000 household minimum for new clients, indicating a mix of in‑house services and third‑party manager relationships that may shape client engagements.
Client services
Expertise
Fee options
One-time financial planning fees up to $15,000; ongoing planning fees up to $10,000/year
Account minimum: $500,000 Minimum fee: Financial planning fees up to $15,000 for one-time plans; ongoing consulting fees up to $10,000 per year; minimum fees may be waived or reduced case-by-case Fee-only: Financial planning fees charged on a flat basis (one-time plans) or case-by-case for ongoing consulting
Main office
380 Stevens Avenue, Suite 205
Solana Beach CA 92075
Advisors at this office
4
Most active in
California · Texas
Also doing business as
Brenner, David Morgan · D. M. Brenner & Associates · D. M. Brenner, Inc. · David M. Brenner · Lm Harwood, Inc. · Navigator Advisory Services, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Jacqueline B
Series 65
Solana Beach, CA
D. M. Brenner, Inc.
Jacqueline Buenrostro is a financial advisor at D. M. Brenner, Inc. with a Series 65 designation and one year of industry experience. She has been with D. M. Brenner, Inc. since 2022 and previously worked in education from 2015 to 2018. D. M. Brenner, Inc. offers customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm manages portfolios using mutual funds, ETFs, and individual securities, applying an investment approach based on Modern Portfolio Theory with a focus on aligning portfolios to clients’ goals and risk tolerance.
Jeffrey H
Series 65
Solana Beach, CA
D. M. Brenner, Inc.
Jeffrey Houghtby is a financial advisor at D. M. Brenner, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Cerity Partners LLC, West Coast Financial, LLC, and has experience outside finance with the San Francisco Giants and the University of San Diego. D. M. Brenner, Inc. is a SEC-registered advisory firm serving individual clients, including high-net-worth households, with customized financial planning, discretionary asset management, and consulting for qualified plan sponsors. The firm uses asset-allocation strategies based on Modern Portfolio Theory and combines financial planning with asset management for a single fee.
Kenza M
Series 63, Series 65
Solana Beach, CA
D. M. Brenner, Inc.
Kenza Mc Kerrihan is a financial advisor at D. M. Brenner, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sovran Advisors, and MassMutual Life Insurance Company. Outside of advisory work, she is an insurance agent involved in the sales of life and disability insurance. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm uses an asset allocation approach based on Modern Portfolio Theory and manages approximately $175 million in discretionary assets.
David B
ChFC®, Series 63
Solana Beach, CA
D. M. Brenner, Inc.
David Brenner is a ChFC® and Series 63 licensed financial advisor with 40 years of industry experience. He has led D. M. Brenner, Inc. since 2013 and previously worked at Fortune Financial Services, Inc. from 2013 to 2020. In addition to his advisory role, he is a licensed insurance agent. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individual and business clients. The firm manages approximately $175 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, incorporating tax-aware strategies and ongoing portfolio monitoring.
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