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- Custodian
- Ascensus · Charles Schwab & Company · Nationwide · Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2010
- Office Locations
- 1
Office Locations
About Winebrenner Capital Management LLC
Winebrenner Capital Management is a Louisville, KY registered investment adviser delivering personalized financial planning, portfolio management, and wealth management for individuals, businesses, nonprofits, IRAs, and trusts, with a focus on retirement and education goals. The firm builds active, allocation-driven portfolios using mutual funds and ETFs alongside fixed income, alternatives, and real estate, and also provides real estate development/management. Custodied with Schwab.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EARL GEORGE WINEBRENNER III
Managing Member
- CRD
- #1866261
- Ownership
- 75% or more
REBEKAH JOAN ELLIS
Chief Financial Officer
- CRD
- #6222864
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Peyton Thomas Hazelrig
Wealth Manager
- CRD
- #7764121
Martin Thomas Winebrenner
--
- CRD
- #7024105
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,471,771 | $249,973 |
| Non-Discretionary | $0 | -- |
| Total | $260,471,771 | $249,973 |
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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 |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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