← Directory
BROOKMONT CAPITAL MANAGEMENT
Legal name: BROOKMONT CAPITAL MANAGEMENT, LLC
CRD 145475File 801-68533
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$910.5M
Above cohort median (national)
Discretionary AUM
$910.5M
Clients
56
137 accounts
Employees
4
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 15, 2007
- Principal office
- 5950 BERKSHIRE LANE, SUITE 1420, DALLAS, TX, 75225
- Phone
- 214-953-0190
- Website
- HTTP://WWW.BROOKMONT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $910.5M
- Discretionary AUM
- $910.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 137
- Non-discretionary accounts
- 0
- Total accounts
- 137
- AUM per client
- $16.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $177.9M |
| Charitable organizations | 6 | $20.3M |
| High net worth individuals | 47 | $176.7M |
| Pooled investment vehicles | 1 | $104.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF ASSETS CONSULTED UPON
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 65 | 56 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.