BRACKENWOOD CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2026
Total AUM
$127M
Discretionary
$127M
100% of AUM
Avg account
$434K
Accounts
292
Employees
2
Advisory reps
2

Firm details

Headquarters
BAINBRIDGE, Washington
CRD number
135478
Registered since
May 15, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 17%, Cash & Cash Equivalents 2%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • MARK KRUSE

    ManagerCRD 2643493

  • KRYSTAL OIEN

    Client RelationsCRD 7589949

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth