A complete list of active advisors currently associated with D. M. Brenner, Inc.

Warmer can help you find a great advisor at D. M. Brenner, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at D. M. Brenner, Inc., 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.