Brinker Asset Management

RIASEC Registered
Total AUM
$356K
Discretionary
$0
0% of AUM
Avg account
$178K
Accounts
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
134164
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Brinker Asset Management operates as a small, corporation-style registered advisory business focused on portfolio management for individuals and small businesses. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Investment activity is concentrated in liquid equity exposures, with a stated preference for exchange-traded instruments. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser, which aligns with a localized, boutique operating footprint. Advisory activity is limited to portfolio management and is reported as non-discretionary only.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Cash & Cash Equivalents 27%73%
  • Exchange Traded Equities73%
  • Cash & Cash Equivalents27%

Contacts

1 of 1
  • Douglas Brinker

    PresidentCRD 4908114

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth