Winebrenner Capital Management LLC

Luke Lyle is a financial advisor with Winebrenner Capital Management LLC in Louisville, KY. He holds the Series 65 designation and has one year of industry experience. Prior to joining Winebrenner Capital Management, he worked at Forth Technologies, Truist Advisory Services, Stock Yards Bank & Trust, and Spectrum Financial Alliance. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, fund management for private pooled vehicles, and access to third-party money managers, using a bottom-up, fundamental investment process focused on identifying undervalued opportunities.

Rebekah Ellis is a financial advisor at Winebrenner Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has been with Winebrenner Capital Management in various capacities since 2013. Prior to her advisory role, she worked at the University of Louisville from 2012 to 2016. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, and serves as general partner and adviser to multiple pooled Delaware limited-partnership funds. The firm employs a bottom-up, fundamental investment approach focused on securities trading below estimated intrinsic value and manages approximately $243 million in discretionary assets.

Krista Thompson is a financial advisor at Winebrenner Capital Management LLC in Louisville, KY, holding a Series 65 designation with five years of industry experience. She has been with Winebrenner Capital Management since 2015. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations, while also serving as general partner and adviser to four private pooled funds. The firm employs a bottom-up, fundamental investment process focused on financial statement analysis and intrinsic value to identify undervalued opportunities across various fund objectives.

Peyton Hazelrig is a financial advisor at Winebrenner Capital Management LLC with one year of industry experience. He holds the Series 65 designation. Prior to joining Winebrenner Capital Management, he worked at SCA Health, Arlington Partners, LLC, Northern Trust, and Freddie Mac among other roles. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, fund management for private pooled vehicles, and access to third-party money managers, following a bottom-up, fundamental investment process focused on financial statement analysis and intrinsic value.

Martin Winebrenner is a financial advisor at Winebrenner Capital Management LLC in Louisville, KY, holding a Series 65 designation with five years of industry experience. He has held various roles at Winebrenner Capital Management since 2015 and currently also works as a leasing consultant at The Dinnerstein Companies in Santa Monica, CA. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, fund management for pooled vehicles, and access to third-party money managers, following a bottom-up investment approach focused on fundamental analysis to identify undervalued opportunities.

Earl Winebrenner III is a financial advisor at Winebrenner Capital Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Winebrenner Capital Management since 2010. Outside of his advisory role, he manages multiple non-investment real estate and commercial property entities, as well as a restaurant in Louisville, KY. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations. The firm follows a bottom-up, fundamental investment process and serves as general partner and adviser to private pooled vehicles focused on income, total return, real estate, and qualified opportunity zone investments.