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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 65 clients, or 65 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROGER AINSWORTH GRAHAM
Chief Compliance Officer, Chief Executive Officer, MANAGING DIRECTOR
- CRD
- #5942837
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| 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
SMA allocation detail is available
Braintrust Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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