BRACKENWOOD CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BAINBRIDGE, Washington
- CRD number
- 135478
- Registered since
- May 15, 2026
- Website
- www.bcmportfolios.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.59%
- Individuals24.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brackenwood Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm became SEC-registered in 2026 and focuses on serving individual and family clients, plus small businesses for portfolio management. Its advisory offering centers on financial planning and ongoing portfolio management, and it charges clients on a percentage-of-AUM basis with the option for hourly engagements. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator to outside funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
Contacts
2 of 2MARK KRUSE
ManagerCRD 2643493
KRYSTAL OIEN
Client RelationsCRD 7589949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BAINBRIDGE, WA
KITSAP
Location
BAINBRIDGE, WA
Headquartered in BAINBRIDGE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KITSAP
- Address
- 175 Parfitt Way SW
- Time zone
- PT (UTC-8)
- Office locations
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