← Directory

WINEBRENNER CAPITAL MANAGEMENT LLC

CRD 154708File 801-115158
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$260.5M
Below cohort median (national)
Discretionary AUM
$260.5M
Clients
459
1,042 accounts
Employees
9
Below cohort median in KY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
May 3, 2019
Principal office
10602 TIMBERWOOD CIRCLE, SUITE 13, LOUISVILLE, KY, 40223-5367
Phone
502-671-0015

Assets & accounts

ADV Item 5F
Total regulatory AUM
$260.5M
Discretionary AUM
$260.5M
Non-discretionary AUM
$0
Discretionary accounts
1,042
Non-discretionary accounts
0
Total accounts
1,042
AUM per client
$567K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other19$5.0M
Insurance companiesFewer than 5$1.1M
Charitable organizationsFewer than 5$144K
High net worth individuals127$128.0M
Pooled investment vehicles4$73.7M
Individuals (other than high net worth individuals)309$52.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.