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Brant Joshua Root

Firethorn Capital, LLC

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About Brant Joshua Root

Brant Joshua Root is an investment advisor representative with Firethorn Capital, LLC. Brant has been a registered investment advisor representative for over 20 years. Brant is licensed in Connecticut and Illinois and has passed the Series 7, Series 63 and Series 65 exams. Brant is associated with Firethorn Capital, LLC in Westport, Connecticut. Firethorn Capital, LLC is a registered investment adviser, managing assets for individuals, high-net-worth individuals and pooled investment vehicles. The firm has been registered as an investment adviser since January 2003. The firm has a strong focus on financial planning and portfolio management.

Firm Information

Brant Root is currently registered with Firethorn Capital, LLC. Firethorn Capital, LLC is an investment advisor based in [Location]. They manage approximately $48,175,446 in assets for 88 clients. Their services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Their clients include high net worth individuals, pooled investment vehicles, corporations or other businesses, and individuals other than high net worth. They have 2 investment adviser representatives.

$48.18M

Assets Under Management

76

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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.

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Brant Root’s Registration & Firm History

CT

04/04/2006 - Present

Firethorn Capital, LLC (WESTPORT CT)

NY

04/03/1997 - 01/03/2002

LIONHEART SERVICES, INC. (NEW YORK NY)

NY

01/22/1992 - 07/30/1992

CANTOR, FITZGERALD & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brant Joshua Root.
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