CRD: 133115
Brisbois Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2005
- Office Locations
- 1
Office Locations
About Brisbois Capital Management LLC
Brisbois Capital Management is an owner-led RIA in Wilmington, MA providing personalized financial planning and ongoing portfolio management. The firm follows a structured assess–plan–manage process with continuous monitoring and annual reviews. Portfolios primarily use ETFs alongside mutual funds and private funds, with planning often incorporating retirement, tax, and insurance considerations. President Todd Brisbois leads the practice.
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Investment Themes
Investment Vehicles
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Owner & Executives
TODD PAUL BRISBOIS
Chief Compliance Officer, President
- CRD
- #4002305
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,724,992 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,724,992 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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