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Winebrenner Capital Management LLC

Headquartered in LOUISVILLE, KY

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Firm Information

Winebrenner Capital Management LLC is an investment advisor registered with the SEC and located in LOUISVILLE, KY. The firm manages approximately $220,062,545 in assets for a variety of clients, including individuals, corporations, pooled investment vehicles, and charitable organizations. Winebrenner Capital Management LLC specializes in portfolio management services for both individuals and pooled investment vehicles.

Winebrenner Capital Management LLC

10602 TIMBERWOOD CIRCLE

LOUISVILLE, KY 40223-5367

$220.06M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

WINEBRENNER CAPITAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

LOUISVILLE, KY

Advisors at Winebrenner Capital Management LLC

View All 5 Advisors
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Wesley Lee Crowdis

RA

LOUISVILLE, KY

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Rebekah Joan Ellis

RA

LOUISVILLE, KY

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Krista Catherine Thompson

RA

LOUISVILLE, KY

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James Brian Crabtree

RA

LOUISVILLE, KY

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Earl George Winebrenner

RA

LOUISVILLE, KY

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Disclosures

There are no public disclosures for Winebrenner Capital Management LLC.

Frequently Asked Questions (9)

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