Brookmont Capital Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 145475
- Registered since
- November 15, 2007
- Website
- www.brookmont.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Other47.38%
- Investment Companies19.54%
- HNWI19.4%
- Pooled Investment Vehicles11.45%
- Charitable Organizations2.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Brookmont Capital Management is a limited liability company organized as an institutional registered investment adviser. The firm is SEC-registered (initial registration 2007) and is owned individually. Its client mix includes high-net-worth individuals and families as well as institutional clients. Brookmont charges fees that include a percentage of assets under management and other fee arrangements. Advisory services span discretionary portfolio management across client types: individuals and small businesses, investment companies, pooled investment vehicles and institutional/business accounts. The firm also produces periodicals or newsletters as part of its activities. Brookmont does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$8.5M in ETFs
94%
$8M
0%
$486K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.4M | 1,781 | 15.98% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5950 Berkshire Ln
- Time zone
- CT (UTC-6)
- Office locations
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