Brookmont Capital Management

RIASEC RegisteredEst. 2007
Total AUM
$910M
Discretionary
$910M
100% of AUM
Avg account
$6.6M
Accounts
137
Employees
4
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
145475
Registered since
November 15, 2007
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

FINTRX

Overview

Brookmont Capital Management is an SEC-registered limited liability company that operates as an institutional RIA. The firm has been registered since 2007 and is owned by an individual. Its client base spans high-net-worth individuals and families as well as institutional clients. Brookmont primarily provides discretionary portfolio management across individual and pooled vehicles, including advisory services to investment companies and businesses; it also produces periodic publications or newsletters for clients. Brookmont manages portfolios directly rather than acting as a third‑party allocator. The firm charges fees based on a percentage of assets under management (and other fee arrangements in some cases). It does not identify as an active ESG investor and does not present itself as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Ethan Powell

    Ethan Powell

    Principal and Chief Investment OfficerCRD 6067295

Contacts

2 of 2
  • Neal Scott

    PrincipalCRD 2174060

  • Robert Frizell

    Robert Frizell

    Vice President of InvestmentsCRD 2524912

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$7.9M in ETFs

Passive

94%

$7.4M

Active

0%

$499K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$1.3M1,77416.79%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth