WINEBRENNER CAPITAL MANAGEMENT LLC

10602 Timberwood Circle
Suite 13
Louisville, Kentucky 40223-5367
Tel: 502-671-0015

About WINEBRENNER CAPITAL MANAGEMENT LLC

WINEBRENNER CAPITAL MANAGEMENT LLC, formally registered with the SEC as WINEBRENNER CAPITAL MANAGEMENT LLC. The firm was established in 05/03/2019. They have over 1 offices throughout the country.

WINEBRENNER CAPITAL MANAGEMENT LLC is a Louisville, Kentucky based Financial Planning firm with nearly $220,062,545 assets under management, offering retirement planning & investment advisory services to 1002 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154708
SEC#	801-115158
Assets Managed by Firm	$220,062,545
No. of Clients	1002
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1002	$220,062,545
Individuals (other than high net worth individuals)	316	$86,585,608
High net worth individuals	75	$57,775,189
Charitable organizations	Fewer than 5 clients	$118,937
Corporations or other businesses	14	$7,158,369

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