# Brackenwood Capital Management, LLC

> Brackenwood Capital Management, LLC is an SEC-registered investment advisory firm in Bainbridge Island, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 135478
- Filed as: BRACKENWOOD CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bainbridge Island, WA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135478
- AdvisorCensus page: https://advisorcensus.com/firm/brackenwood-capital-management-llc-bainbridge-island-wa-135478

## Quick answers

**How is Brackenwood Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brackenwood Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Brackenwood Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated May 18, 2026 states: Hourly rate: $250 an hour (Financial planning); Hourly rate: up to $250 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Brackenwood Capital Management, LLC located?**
Brackenwood Capital Management, LLC's principal office is in Bainbridge Island, WA, according to its Form ADV.

**Is Brackenwood Capital Management, LLC registered with the SEC or a state?**
Brackenwood Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 135478.

**How much does Brackenwood Capital Management, LLC manage?**
Brackenwood Capital Management, LLC reports $126,631,575 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does Brackenwood Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (29).

**Which custodians does Brackenwood Capital Management, LLC use?**
Brackenwood Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Brackenwood Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135478

**What changed in Brackenwood Capital Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated May 18, 2026)

- Hourly rate: $250 an hour (Financial planning)

> Financial planning clients are billed at a maximum hourly rate of $250.

- Hourly rate: up to $250 an hour (Financial planning)

> Financial planning clients are billed at a maximum hourly rate of $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,631,575
- Discretionary: $126,631,575
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $30,908,627 |
| High net worth individuals | 29 | $95,722,948 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bcmportfolios.com
- LinkedIn @brackenwood-capital-management-6b822390

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brackenwood Capital Management, LLC (CRD 135478): Form ADV filing data as of October 2026.