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Wesley Lee Crowdis

Winebrenner Capital Management LLC

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About Wesley Lee Crowdis

Wesley Lee Crowdis is a registered investment advisor representative with Winebrenner Capital Management LLC. Wesley has been in the industry since 2008 and has held several licenses including the Series 7, 24, and 66. He currently holds licenses in Florida, Indiana, Kentucky, and Texas. Wesley has previously been affiliated with Winebrenner Capital Partners, LLC. Wesley also owns and operates Crowdis Lawn Care. Winebrenner Capital Management LLC is a firm based in Louisville, KY. They specialize in providing portfolio management services for individuals and pooled investment vehicles. The firm has over $220 million in assets under management and serves a variety of clients including individuals, corporations, charitable organizations, insurance companies, and pooled investment vehicles.

Firm Information

Wesley Crowdis 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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Wesley Crowdis’s Registration & Firm History

KY

01/04/2022 - Present

Winebrenner Capital Management LLC (LOUISVILLE KY)

KY

02/04/2008 - 12/06/2010

WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 02/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2008

Series 24 - General Securities Principal Examination

BC

Issued 02/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Lee Crowdis.
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