BRASADA CAPITAL MANAGEMENT, LP
SEC RegisteredTrusted Wealth Management & Financial Advisory Partners
About the firm
Brasada Capital is a Registered Investment Advisor offering personalized wealth management and financial advisory services. The firm emphasizes proprietary, thesis-driven investment strategies, comprehensive financial planning, and a fiduciary, fee-only structure. Brasada acts as a personal Chief Financial Officer, partnering with clients to craft tailored financial roadmaps aligned with their individual goals and legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory, portfolio management, financial planning, and retirement planning. The firm offers proprietary concentration-focused investment strategies, integrated 360-degree financial planning, tax management, estate structuring, multi-generational wealth transfer, concentrated stock position management, and access to public equities, fixed income, and alternative investments.
Who they serve
High net worth individuals, investment professionals, oil and gas professionals, healthcare professionals, business owners, and corporate executives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 199 | $62M |
| High Net Worth Individuals | 182 | $571M |
| Pension/Profit Sharing Plans | 1 | $20M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRASADA CAPITAL MANAGEMENT, LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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