# Brennan Capital Management LLC

> Brennan Capital Management LLC is a state-registered investment advisory firm in Westport, CT, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 316432
- Filed as: BRENNAN CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westport, CT
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316432
- AdvisorCensus page: https://advisorcensus.com/firm/brennan-capital-management-llc-westport-ct-316432

## Quick answers

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

**Where is Brennan Capital Management LLC located?**
Brennan Capital Management LLC's principal office is in Westport, CT, according to its Form ADV.

**Is Brennan Capital Management LLC registered with the SEC or a state?**
Brennan Capital Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316432.

**How much does Brennan Capital Management LLC manage?**
Brennan Capital Management LLC reports $40,812,757 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Brennan Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (14).

**Does Brennan 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316432

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $40,812,757
- Discretionary: $40,812,757
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $17,019,140 |
| High net worth individuals | 14 | $23,069,901 |
| Corporations or other businesses not listed above | Fewer than 5 | $723,716 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NY, OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brennancapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brennan Capital Management LLC (CRD 316432): Form ADV filing data as of October 2026.