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Harry William Frantz

WINEBRENNER CAPITAL MANAGEMENT LLC·LOUISVILLE, Kentucky
SIE, Series 4, Series 7, Series 9, Series 10, Series 31, Series 63Clean recordWINEBRENNER CAPITAL MANAGEMENT LLC
10602 TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223-5367CRD# 2273184Firm CRD# 154708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harry William Frantz · LOUISVILLE, KY
Registration
CRD #2273184 · WINEBRENNER CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 9
Series 10
Series 31
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WINEBRENNER CAPITAL MANAGEMENT LLC
CRD 154708 · SEC 801-115158
AUM
$220M
Regulatory assets under management
Employees
10
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 →
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Frequently Asked Questions

What services does Harry William Frantz offer?
Harry William Frantz specializes in Investment Management, Retirement Planning. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Harry William Frantz's credentials?
Harry William Frantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harry William Frantz located?
Harry William Frantz 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 Harry William Frantz charge for services?
Harry William Frantz'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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Other Advisors at WINEBRENNER CAPITAL MANAGEMENT LLC

Earl George Winebrenner
LOUISVILLE, KY
Christopher Matthew Wise
LOUISVILLE, KY
Rebekah Joan Ellis
LOUISVILLE, KY
Krista Catherine Thompson
LOUISVILLE, KY

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Nearby cities in Kentucky
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Research
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