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D. M. Brenner, Inc.

D. M. Brenner, Inc.. CRD 134398

D. M. Brenner, Inc. logo

CRD: 134398

D. M. Brenner, Inc.

Solana Beach, CA, 92075
8583451001
dmbrenner.com
$193.6M Total AUM
$193.6M Disc. AUM
-- 3Y CAGR
5 Employees
139 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Focus matrix
Established Date
10-06-2004
Office Locations
1

Office Locations

380 Stevens Avenue Suite 205 Solana Beach CA

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.

Team overview

60 AVG AGE
$64.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Wave Optima Beacon beacon Harbor oak Ridge

Client Personas

Value capital

Custodian

Summit catalyst

Investment Themes

Ember ember Quantum quantum Ember signal

Investment Vehicles

Vital vital

Platform

Bridge eagle

Services

Prime Vector North Crest Catalyst

Technology

Signal signal

Owner & Executives

DAVID MORGAN BRENNER

DAVID MORGAN BRENNER

Advisor, Chief Compliance Officer, Owner, President

CRD
#1370881
Ownership
75% or more
(904) 802-7608
matrix.focus@glaciercapital.com
in linkedin.com/in/alpha-meridian

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Contacts

J

Jacqueline Salazar Buenrostro

--

CRD
#8047049
(441) 234-8186
north.peak@peakcapital.com
in linkedin.com/in/harbor-horizon
JEFFREY MICHAEL HOUGHTBY

JEFFREY MICHAEL HOUGHTBY

--

CRD
#7700361
(499) 290-6437
signal.wave@momentumcapital.com
in linkedin.com/in/harbor-insight
P

Pioneer matrix

Oak matrix

CRD
#74134
(811) 322-4207
insight.foundation@legacycapital.com
in linkedin.com/in/timber-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-17-2022
11-14-2023
09-19-2024
10-23-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $193,620,246 $524,716
Non-Discretionary $0 --
Total $193,620,246 $524,716

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Separately Managed Accounts

Total SMA Asset: $193,620,246

$193.6M Total SMA
Equity - Exchange:
12.8%
Public Funds:
11.6%
Private Funds:
22.9%
U.S. Government/Agency:
16.4%
Cash:
12.1%
Equity - OTC:
24.2%
Asset class Assets Assets %
Equity - Exchange $874,096,417 12.8%
Public Funds $792,149,878 11.6%
Private Funds $1,563,813,120 22.9%
U.S. Government/Agency $1,119,936,034 16.4%
Cash $826,294,269 12.1%
Equity - OTC $1,652,588,537 24.2%
Total $6,828,878,255 100.0%

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