{
  "crd_number": 319510,
  "slug": "braintrust-capital-llc-san-antonio-tx-319510",
  "primary_business_name": "BRAINTRUST CAPITAL, LLC",
  "legal_name": "BRAINTRUST CAPITAL, LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-10-06",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 95000000.0,
  "raum_discretionary": 45000000.0,
  "raum_non_discretionary": 50000000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16000000.0,
      "count": 24
    },
    "high_net_worth_individuals": {
      "raum": 79000000.0,
      "count": 41
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://braintrustcapital.com",
    "https://linkedin.com/company/braintrust-capital-llc?viewAsMember=true",
    "https://linkedin.com/in/roger-graham-jd-cima%C2%AE-cepa%C2%AE-b87b531a"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319510",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/braintrust-capital-llc-san-antonio-tx-319510",
  "display_name": "Braintrust Capital, LLC",
  "summary": "Braintrust Capital, LLC is a state-registered investment advisory firm in San Antonio, TX, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Braintrust Capital, LLC (CRD 319510): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Braintrust Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Braintrust Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Braintrust Capital, LLC located?",
      "a": "Braintrust Capital, LLC's principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Braintrust Capital, LLC registered with the SEC or a state?",
      "a": "Braintrust Capital, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319510."
    },
    {
      "q": "How much does Braintrust Capital, LLC manage?",
      "a": "Braintrust Capital, LLC reports $95,000,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (47% discretionary)."
    },
    {
      "q": "How have Braintrust Capital, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Braintrust Capital, LLC: Regulatory assets under management: $22,146,994 in the October 2022 data and $95,000,000 in the October 2026 data, up 329%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Braintrust Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (24)."
    },
    {
      "q": "Does Braintrust Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319510"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 22146994.0,
      "total_employees": 1,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 95000000.0,
      "total_employees": 1,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/braintrust-capital-llc-san-antonio-tx-319510.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 16000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 79000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319510",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}