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| Brookmont Capital Management LLC
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| CRD # | 145475 |
| SEC # | 801-68533 |
| CIK # | 0001512978 |
| AUM | 910.5 M (2026-03-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-953-0190 |
| Address | 5950 Berkshire Lane Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure] |
|---|
Item 7 – Types of Clients Brookmont provides portfolio management services to individuals, high net worth individuals, families, institutions, foundations, not for profits, registered investment advisers, and registered investment companies. A minimum of $500,000 of assets under management or a minimum annual fee of $5,000 is required to engage Brookmont for investment services. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 53.4 | ||
| Harris Corp /DE/ | 6.0 | ||
| Royal Dutch Shell PLC | 5.6 | ||
| Gilead Sciences Inc | 5.3 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Astrazeneca PLC | 5.1 | ||
| Honeywell International Inc | 4.6 | ||
| McDonalds Corp | 4.3 | ||
| Analog Devices Inc | 4.1 | ||
| Microsoft Corp | 4.0 | ||
| 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) | 47 | 176.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 177.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 104.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 20.3 |
| (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 | 9 | 431.4 |
| Total | 137 | 910.5 |
| By Discretionary | ||
| Discretionary | 137 | 910.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 137 | 910.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 910.5 | |
| Total | 137 | 910.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512978] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail, Research |
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