This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-2004
- Office Locations
- 1
Office Locations
About D. M. Brenner, Inc.
D.M. Brenner, Inc. is a Solana Beach, CA RIA providing comprehensive financial planning and investment management for families, small businesses and professional practices, including retirement and estate planning plus life and health insurance solutions. Portfolios commonly use ETFs and mutual funds, custodied at Charles Schwab. The firm does not charge an up-front fee for its preliminary planning process and offers Notary Public services.
Reported data analysis
What the numbers show
Between October 23, 2025 and March 30, 2026, reported AUM increased 10.0%, from $176.1M to $193.6M.
Across 5 reported observations, AUM increased 29.8% between February 17, 2022 and March 30, 2026, from $149.2M to $193.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 139 clients, or 46.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review D. M. Brenner, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full D. M. Brenner, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID MORGAN BRENNER
Advisor, Chief Compliance Officer, Owner, President
- CRD
- #1370881
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jacqueline Salazar Buenrostro
Client Service Manager
- CRD
- #8047049
JEFFREY MICHAEL HOUGHTBY
Paraplanner, Financial Plan Generation
- CRD
- #7700361
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,620,246 | $524,716 |
| Non-Discretionary | $0 | -- |
| Total | $193,620,246 | $524,716 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
D. M. Brenner, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.