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Earl George Winebrenner

Winebrenner Capital Management LLC

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About Earl George Winebrenner

Earl George Winebrenner is a financial advisor with over 30 years of experience in the industry. Earl currently serves as the Managing Member of Winebrenner Capital Management LLC, a firm based in Louisville, Kentucky. Earl has also been an approved investment advisor in Kentucky, Indiana, Florida, and Texas. Prior to forming Winebrenner Capital Management LLC, Earl was a Managing Member at Winebrenner Capital Partners, LLC. Earl's expertise lies in portfolio management for individuals and pooled investment vehicles, serving high-net-worth individuals and clients in various other categories. His dedication to providing comprehensive financial solutions is evident in his commitment to working with clients to achieve their individual financial goals.

Firm Information

Earl Winebrenner is currently registered with Winebrenner Capital Management LLC. 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.

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Earl Winebrenner’s Registration & Firm History

KY

06/05/2019 - Present

Winebrenner Capital Management LLC (LOUISVILLE KY)

KY

11/02/1999 - 12/06/2010

WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)

CT

05/21/1998 - 09/17/1999

ADVEST, INC. (HARTFORD CT)

NY

05/21/1992 - 06/03/1998

J.C. BRADFORD & CO. (NEW YORK NY)

NY

01/09/1989 - 05/27/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

11/01/1988 - 01/19/1989

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 11/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/1999

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/28/1999

Series 4 - Registered Options Principal Examination

BC

Issued 09/13/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/18/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/27/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/08/1989

Series 3 - National Commodity Futures Examination

BC

Issued 09/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Earl George Winebrenner.
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