CRD: 135478
Brackenwood Capital Management, LLC
$126.6M Total AUM
$126.6M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- CatalystAlpha bridge +more
- Established Date
- 08-03-2005
- Office Locations
- 1
Office Locations
175 Parfitt WAY SW #N220 Bainbridge Island WA
About Brackenwood Capital Management, LLC
Brackenwood Capital Management is an independent, fiduciary RIA in Bainbridge Island, WA providing customized financial planning and investment management for individuals, trusts, and small businesses. Portfolios are built from client-specific investment policy statements with tax-efficient asset allocation, often using mutual funds and ETFs. Led by CFP Mark Kruse, who also teaches CFP certification courses; custodied at Schwab.
Team overview
24 AVG AGE
$63.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Asset Classes
Delta capital Quantum
Custodian
Vital vertex
Investment Themes
Glacier legacy
Investment Vehicles
Signal
Services
Meridian Element quantum Prime pioneer Oak Quantum element Ridge ember
Technology
Crest ember Optima Summit delta
Owner & Executives
M
MARK STEPHEN KRUSE
Chief Compliance Officer, Investment Advisor, Manager
- CRD
- #2643493
- Ownership
- 75% or more
(218) 211-8823
north.focus@momentumcapital.com
in linkedin.com/in/matrix-peak
Showing 1 of 1 owners & executives
Unlock allContacts
KRYSTAL NICOLE OIEN
--
- CRD
- #7589949
(582) 371-2322
capital.north@meridiancapital.com
in linkedin.com/in/summit-delta
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,631,575 | $433,670 |
| Non-Discretionary | $0 | -- |
| Total | $126,631,575 | $433,670 |
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Separately Managed Accounts
Total SMA Asset: $126,631,575
Public Funds:
34.7% Equity - Exchange:
42.0% Cash:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,730,903,395 | 34.7% |
| Equity - Exchange | $3,305,416,213 | 42.0% |
| Cash | $1,833,718,995 | 23.3% |
| Total | $7,870,038,603 | 100.0% |