B
CRD: 325127
Brentonian Capital Management LLC
Mableton, GA
4049648882
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2023
- Office Locations
- 1
Office Locations
-- Mableton GA
About Brentonian Capital Management LLC
Brentonian Capital Management LLC is a Mableton-based RIA. The firm has been operating for 3 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$539.3K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Alpha wave Timber insight Legacy
Client Personas
Pioneer capital
Investment Themes
Unison horizon Insight Insight Vital
Investment Vehicles
Fusion zenith
Services
Peak foundation
Owner & Executives
B
Brenton Meese
Chief Compliance Officer, Managing Member
- CRD
- #7704068
- Ownership
- 75% or more
(275) 208-8877
pioneer.horizon@glaciercapital.com
in linkedin.com/in/alpha-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,314,052 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,314,052 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,314,052
Equity - Exchange:
20.4% Municipal Bonds:
37.1% Cash:
24.9% Public Funds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,282,287,039 | 20.4% |
| Municipal Bonds | $2,332,002,410 | 37.1% |
| Cash | $1,565,144,474 | 24.9% |
| Public Funds | $1,106,286,858 | 17.6% |
| Total | $6,285,720,781 | 100.0% |