RIA Intel›Advisers›Connecticut›BRENNAN CAPITAL MANAGEMENT LLC

BRENNAN CAPITAL MANAGEMENT LLC

Advisory

WESTPORT, CT

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in CT

#1,031

of 1,312 advisers by AUM

Average account

$628K

across 65 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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