SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Brookmont Capital Management
Dallas, TX
Brookmont Capital Management, LLC, CRD 145475
Firm filing updated March 30, 2026 ·
- $910.5MAssets
- 65Clients
- 4Advisory staff
- 137Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals47
- Charities6
- Investment companies2
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 47 | $176.7 million |
| Investment companies | 2 | $177.9 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $104.2 million |
| Charitable organizations | 6 | $20.3 million |
| Other: "TAMPS, SMAS AND WRAP FEE PROGRAMS" | 9 | $431.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other: "PORTFOLIO MANAGEMENT STRATEGY CONSULTING"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other: "PORTFOLIO MANAGEMENT STRATEGY CONSULTING"
Assets and accounts
- Regulatory assets$910.5 million
- Accounts137
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Brookmont Capital Management, LLC SEC-registered investment advisor. CRD 145475, SEC file 801-68533.
- Registered with the SEC as an investment advisor (status date on record: November 15, 2007).
Is Brookmont Capital Management a fiduciary?
Short answer: Brookmont Capital Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.