RIA Intel›Advisers›Georgia›BRETWOOD CAPITAL PARTNERS, LLC

BRETWOOD CAPITAL PARTNERS, LLC

Advisory

ALTLANTA, GA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$4M

across 8 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, GA, MO, TX

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

GREAT BAY WEALTH MANAGEMENT, LLC

$28M

BUTLERJEFFREY, LLC

$28M

ASTROP ADVISORY CORPORATION

$28M

CERNER CAPITAL MANAGEMENT, LLC

$28M

$28M

SONAS FINANCIAL PLANNING, LLC

$29M

Get the full picture on BRETWOOD CAPITAL PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BRETWOOD CAPITAL PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans