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BROOKMONT CAPITAL MANAGEMENT
Legal name: BROOKMONT CAPITAL MANAGEMENT, LLC
CRD 145475File 801-68533
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 65 | 56 | decreased by9 |
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 70 | 65 | decreased by5 |
| Apr 1, 2026 | AUM | $860,645,734 | $910,455,766 | increased by$49,810,032 |
| Apr 1, 2026 | Accounts | 154 | 137 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 59 | 70 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $672,452,417 | $860,645,734 | increased by$188,193,317 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 139 | 154 | increased by15 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 52 | 59 | increased by7 |
| Apr 1, 2022 | AUM | $575,946,950 | $672,452,417 | increased by$96,505,467 |
| Apr 1, 2022 | Accounts | 138 | 139 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROOKMONT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROOKMONT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.