WINEBRENNER CAPITAL MANAGEMENT LLC
SEC RegisteredLooking for an investment plan that doesn't make you feel like one of the crowd?
About the firm
Winebrenner Capital Management® is a Registered Investment Adviser located in Louisville, KY with a team of dedicated professionals who built the firm on a foundation of responsibility, integrity, and experience. The team is committed to providing personalized financial planning services and advice based on each client's personal situation, goals, and needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, portfolio management, wealth management, and real estate development, across individual, non-profit, business, IRA, trust, and other accounts.
Who they serve
Individuals, non-profits, businesses, IRA account holders, trusts, and others planning for retirement, education, and financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 309 | $52M |
| High Net Worth Individuals | 127 | $128M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $74M |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
14 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| A1 $0-$499,999 | 1.50% |
| A1 $500,000-$999,999 | 1.25% |
| A1 $1,000,000-$1,999,999 | 1.00% |
| A1 $2,000,000+ | 0.75% |
| A2 $0-$2,000,000 | 0.75% |
| A2 $2,000,001+ | 0.50% |
| A3 All sizes | 0.00% |
Data as of March 5, 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. WINEBRENNER CAPITAL MANAGEMENT LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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