Brookmont Capital Management

RIASEC RegisteredEst. 2007

Total AUM

$910M

Discretionary

$910M

100% of AUM

Avg account

$6.6M

Accounts

137

Employees

Advisory reps

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

FINTRX

Overview

Brookmont Capital Management is an SEC-registered investment adviser organized as a limited liability company and registered in 2007. The firm is individually owned and serves both high-net-worth individuals and institutional clients. Its advisory services include discretionary portfolio management across individuals, small businesses, investment companies, pooled vehicles and institutions, and the firm also publishes periodicals or newsletters. Brookmont charges fees based on a percentage of assets under management (and other arrangements) and does not position itself as an active ESG investor.