# Brenneman Investment Adviser, LLC

> Brenneman Investment Adviser, LLC is a state-registered investment advisory firm in Centerbrook, CT, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2025.

- CRD: 132319
- Filed as: BRENNEMAN INVESTMENT ADVISER, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Centerbrook, CT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132319
- AdvisorCensus page: https://advisorcensus.com/firm/brenneman-investment-adviser-llc-centerbrook-ct-132319

## Quick answers

**How is Brenneman Investment Adviser, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brenneman Investment Adviser, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brenneman Investment Adviser, LLC located?**
Brenneman Investment Adviser, LLC's principal office is in Centerbrook, CT, according to its Form ADV.

**Is Brenneman Investment Adviser, LLC registered with the SEC or a state?**
Brenneman Investment Adviser, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132319.

**How much does Brenneman Investment Adviser, LLC manage?**
Brenneman Investment Adviser, LLC reports $12,332,866 in regulatory assets under management in its Form ADV filing dated March 27, 2025 (72% discretionary).

**What types of clients does Brenneman Investment Adviser, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (17).

**Does Brenneman Investment Adviser, 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/132319

## 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: $12,332,866
- Discretionary: $8,846,099
- Non-discretionary: $3,486,767

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $1,999,149 |
| High net worth individuals | 25 | $10,333,717 |

### 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
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [brennemaninvestments.com](https://brennemaninvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brenneman Investment Adviser, LLC (CRD 132319): Form ADV filing data as of October 2026.