Unclaimed Profile

Earl George Winebrenner

WINEBRENNER CAPITAL MANAGEMENT LLC·LOUISVILLE, Kentucky

Series 3, Series 4, Series 7, Series 24, Series 27, Series 53, Series 55, Series 63, Series 65Clean record15 years registeredWINEBRENNER CAPITAL MANAGEMENT LLC

10602 TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223-5367CRD# 1866261Firm CRD# 154708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Earl George Winebrenner · LOUISVILLE, KY

Registration

CRD #1866261 · WINEBRENNER CAPITAL MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

WINEBRENNER CAPITAL MANAGEMENT LLC

Aug 2010 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 7

Series 24

Series 27

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · August 26, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINEBRENNER CAPITAL MANAGEMENT LLC

CRD 154708 · SEC 801-115158

AUM

$220M

Regulatory assets under management

Employees

1,002 client accounts

Services offered by WINEBRENNER CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WINEBRENNER CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Earl George Winebrenner offer?

Earl George Winebrenner specializes in Investment Management, Retirement Planning. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Earl George Winebrenner's credentials?

Earl George Winebrenner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Earl George Winebrenner located?

Earl George Winebrenner is based in LOUISVILLE, Kentucky, working with WINEBRENNER CAPITAL MANAGEMENT LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Earl George Winebrenner charge for services?

Earl George Winebrenner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINEBRENNER CAPITAL MANAGEMENT LLC?

WINEBRENNER CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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