# Winebrenner Capital Management LLC

> Winebrenner Capital Management LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 154708
- Filed as: WINEBRENNER CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154708
- AdvisorCensus page: https://advisorcensus.com/firm/winebrenner-capital-management-llc-louisville-ky-154708

## Quick answers

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

**Where is Winebrenner Capital Management LLC located?**
Winebrenner Capital Management LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Winebrenner Capital Management LLC registered with the SEC or a state?**
Winebrenner Capital Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 154708.

**How much does Winebrenner Capital Management LLC manage?**
Winebrenner Capital Management LLC reports $260,471,771 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Winebrenner Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Winebrenner Capital Management LLC: Regulatory assets under management: $152,097,551 in the October 2021 data and $260,471,771 in the October 2026 data, up 71%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Winebrenner Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (309); high net worth individuals (127); corporations or other businesses not listed above (19).

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

**Does Winebrenner 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/154708

**Does Winebrenner Capital Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "We require a minimum investment of, for opening or maintaining an account, $ 50,000 in managing the private accounts. We can waive this minimum account size at our discretion."

**What changed in Winebrenner Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> We require a minimum investment of, for opening or maintaining an account, $ 50,000 in managing the private accounts. We can waive this minimum account size at our discretion.

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.
- Stonex Securities 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: $260,471,771
- Discretionary: $260,471,771
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 309 | $52,458,581 |
| High net worth individuals | 127 | $128,018,591 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $73,747,814 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $144,380 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $1,066,784 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 19 | $5,035,621 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IN, KY, OH, SC, TX, UT, VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wcmria.com](https://wcmria.com)
- Facebook @WINEBRENNER-CAPITAL-MANAGEMENT-431825250294604
- LinkedIn @winebrenner-capital-management-llc
- X @WINEBRENNERCAP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $152,097,551 | 8 | June 25, 2021 |
| October 2022 | $178,506,926 | 11 | March 29, 2022 |
| October 2023 | $191,528,103 | 10 | February 23, 2023 |
| October 2024 | $220,062,545 | 10 | March 29, 2024 |
| October 2025 | $243,191,689 | 9 | March 20, 2025 |
| October 2026 | $260,471,771 | 9 | March 5, 2026 |

Regulatory assets under management: $152,097,551 in the October 2021 data and $260,471,771 in the October 2026 data, up 71%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winebrenner Capital Management LLC (CRD 154708): Form ADV filing data as of October 2026.