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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2022
- Office Locations
- 1
Office Locations
About Braintrust Capital, LLC
Braintrust Capital is a San Antonio-based boutique providing investment management and comprehensive financial planning for individuals and business owners, including guidance through major life and business transitions. Portfolios are custom-designed to simplify complexity and managed with a client-first, conflict-aware approach. The firm commonly uses ETFs and offers securities through Charles Schwab & Co. and LPL Financial.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROGER AINSWORTH GRAHAM
Chief Compliance Officer, Chief Executive Officer, MANAGING DIRECTOR
- CRD
- #5942837
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | $311,929 |
| Non-Discretionary | $50,000,000 | -- |
| Total | $95,000,000 | $311,929 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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