# Brookmont Capital Management

> Brookmont Capital Management is an SEC-registered investment advisory firm in Dallas, TX, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 145475
- Filed as: BROOKMONT CAPITAL MANAGEMENT
- Legal name: Brookmont Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145475
- AdvisorCensus page: https://advisorcensus.com/firm/brookmont-capital-management-dallas-tx-145475

## Quick answers

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

**Where is Brookmont Capital Management located?**
Brookmont Capital Management's principal office is in Dallas, TX, according to its Form ADV.

**Is Brookmont Capital Management registered with the SEC or a state?**
Brookmont Capital Management is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145475.

**How much does Brookmont Capital Management manage?**
Brookmont Capital Management reports $910,455,766 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Brookmont Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Brookmont Capital Management: Regulatory assets under management: $575,946,950 in the October 2021 data and $910,455,766 in the October 2026 data, up 58%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brookmont Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); other (9); charitable organizations (6).

**Which custodians does Brookmont Capital Management use?**
Brookmont Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists FIDELITY/NATIONAL Financial Securities as a custodian holding 10% or more of its separately managed account assets.

**Does Brookmont Capital Management 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/145475

**What changed in Brookmont Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in AR, IL, MD, ME, NV, PA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- FIDELITY/NATIONAL Financial Securities

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: $910,455,766
- Discretionary: $910,455,766
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 47 | $176,656,034 |
| Investment companies | 2 | $177,872,547 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $104,216,156 |
| Charitable organizations | 6 | $20,327,589 |
| Other | 9 | $431,383,440 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, CA, FL, GA, IL, KY, LA, MA, MD, ME, MO, NC, NV, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $575,946,950 | 6 | May 19, 2021 |
| October 2022 | $672,452,417 | 5 | March 29, 2022 |
| October 2023 | $679,899,678 | 6 | March 28, 2023 |
| October 2024 | $712,891,749 | 6 | March 28, 2024 |
| October 2025 | $860,645,734 | 5 | March 28, 2025 |
| October 2026 | $910,455,766 | 4 | March 30, 2026 |

Regulatory assets under management: $575,946,950 in the October 2021 data and $910,455,766 in the October 2026 data, up 58%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in AR, IL, MD, ME, NV, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brookmont Capital Management (CRD 145475): Form ADV filing data as of October 2026.