Data / Investment advisers / Kentucky / Winebrenner Capital Management LLC
Winebrenner Capital Management LLC, Louisville, KY: $260 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Winebrenner Capital Management LLC is an SEC registered investment adviser with its main office in Louisville, Kentucky and reports $260 million in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 154708
- SEC file number
- 801-115158
- SEC status
- Approved, effective May 3, 2019
- Main office
- 10602 Timberwood Circle Suite 13, Louisville, KY 40223
- Phone
- (502) 671-0015
- Website
- wcmria.com
- Regulatory AUM
- $260,471,771 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $260,471,771
- Accounts
- 1,042
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 hedge funds
- Gross assets of private funds
- $73,747,814
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 127 | $128 million |
| Pooled investment vehicles | 4 | $73.7 million |
| Individuals (other than high net worth individuals) | 309 | $52.5 million |
| Corporations or other businesses | 19 | $5 million |
| Insurance companies | Fewer than 5 | $1.1 million |
| Charitable organizations | Fewer than 5 | $144,380 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $260.5 million | March 5, 2026 |
| December 1, 2025 | $243.2 million | March 20, 2025 |
Other advisers in Louisville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| J. Hagan Capital, Inc. | Louisville | $341.8 million | Not listed | adviserinfo.sec.gov |
| Centerline Wealth Advisors, LLC | Louisville | $326 million | Not listed | adviserinfo.sec.gov |
| Family Wealth Planning Partners | Louisville | $317.4 million | Not listed | adviserinfo.sec.gov |
| Magnate Advisory Services, LLC | Louisville | $314.1 million | Not listed | adviserinfo.sec.gov |
| Ricketts Financial, LLC | Louisville | $314 million | Not listed | adviserinfo.sec.gov |
| Wealthmd Corporation | Louisville | $250.5 million | Not listed | adviserinfo.sec.gov |
| Advantage Investment Management | Louisville | $215.4 million | Not listed | adviserinfo.sec.gov |
| Waycross GP, LLC | Louisville | $156.1 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisville, KY
- Investment advisers in Kentucky
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Winebrenner Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.