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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-30-2023
- Office Locations
- 1
Office Locations
About 9I Capital Group LLC
9Innings Capital Group is a Fort Worth, TX fee-only RIA providing comprehensive financial planning and investment planning for individuals and professionals, with a focus on retirement goals and life transitions. The team supports portfolio construction using ETFs and mutual funds and can custody with Charles Schwab. They also publish a firm blog and the 9Innings Podcast.
Reported data analysis
What the numbers show
Of the latest reported AUM, 92.6% is discretionary and 7.4% is non-discretionary.
The firm reports 3 advisory representatives and 96 clients, or 32 clients per representative. That equates to $539.0K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full 9I Capital Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN D THOMPSON
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5988284
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
BRENDAN RAY FENNO
Investment Advisor
- CRD
- #5944762
Lindsey Blair Lee
Investment Advisor
- CRD
- #5988448
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,913,329 | -- |
| Non-Discretionary | $3,834,689 | -- |
| Total | $51,748,018 | -- |
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Separately Managed Accounts
SMA allocation detail is available
9I Capital Group LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.