Winebrenner Capital Management Llc
- Regulatory AUM
- $260M
- Discretionary
- $260M
- Clients
- 459
- Avg AUM / client
- $567K
- Accounts
- 1,042
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 309 | $52.5M | 20.1% |
| High net worth individuals | 127 | $128M | 49.1% |
| Pooled investment vehicles (non-investment companies) | 4 | $73.7M | 28.3% |
| Charitable organizations | Fewer than 5 clients | $144K | 0.06% |
| Insurance companies | Fewer than 5 clients | $1.1M | 0.41% |
| Corporations and other businesses | 19 | $5.0M | 1.93% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $67.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Winebrenner Opportunity Zone Fund, Lp | Hedge Fund | Delaware | $23.1M | 79 |
| Winebrenner Income Fund, L.P. | Hedge Fund | Delaware | $16.7M | 37 |
| Winebrenner Total Return Fund, L.P. | Hedge Fund | Delaware | $15.0M | 33 |
| Winebrenner Real Estate Fund, Lp | Hedge Fund | Delaware | $12.8M | 70 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Earl George Winebrenner | Managing Member | Jul 2010 (16y) | 75% or more | |
| Rebekah Joan Ellis | Chief Financial Officer | Nov 2017 (9y) | Less than 5% | |
| Krista Catherine Thompson | Chief Compliance Officer | Nov 2019 (7y) | Less than 5% | |
| Peyton Thomas Hazelrig | Registered representative | Oct 2025 (1y) | ||
| Martin Thomas Winebrenner | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $67.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Winebrenner Opportunity Zone Fund, Lp | Hedge Fund | $23.1M | $100K | 79 |
| Winebrenner Income Fund, L.P. | Hedge Fund | $16.7M | $250K | 37 |
| Winebrenner Total Return Fund, L.P. | Hedge Fund | $15.0M | $250K | 33 |
| Winebrenner Real Estate Fund, Lp | Hedge Fund | $12.8M | $100K | 70 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $158M (61% of AUM) Mar 2026
- Sa Stone Wealth Management Inc. $99.3M (52% of AUM) Feb 2023
- Stonex Securities Inc. $26.7M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗