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⚲
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| Brookmont Capital Management LLC
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|
|
|---|---|
| CRD # | 145475 |
| SEC # | 801-68533 |
| CIK # | 0001512978 |
| AUM | $860.6 M (2025-03-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 214-953-0190 |
| Address | 5950 Berkshire Lane Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 59.6 | ||
| Microsoft Corp | 5.4 | ||
| Gallagher Arthur J & Co | 5.3 | ||
| Abbott Laboratories | 5.2 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Honeywell International Inc | 4.6 | ||
| Harris Corp /DE/ | 4.5 | ||
| Royal Dutch Shell PLC | 4.2 | ||
| Gilead Sciences Inc | 4.2 | ||
| McDonalds Corp | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 193.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 171.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 19.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 11 | 476.3 |
| Total | 154 | 860.6 |
| By Discretionary | ||
| Discretionary | 154 | 860.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 154 | 860.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 860.6 | |
| Total | 154 | 860.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512978] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
✚
|
KY | 0.9 |
|
The Marshall Financial Group Inc
✚
|
PA | 0.9 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.9 |
|
Blankinship & Foster LLC
✚
|
CA | 0.9 |
|
Brass Tax Wealth Management Inc
✚
|
OH | 0.9 |
|
Greenrock Research Inc
✚
|
IL | 0.9 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.8 |
|
Paragon Advisors LLC
✚
|
TX | 0.8 |
|
Breakwater Capital Group
✚
|
NJ | 0.8 |