D M Brenner Inc

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Assets, Funds, Holdings

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D M Brenner Inc
CRD #134398
SEC #801-119136
CIK #0001872934
AUM $176.1 M (2025-03-28)
Employees 5 (40% Investors, 20% Brokers)
Phone858-345-1001
Address380 Stevens Avenue
Solana Beach, CA 92075
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
180144108723602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 62 21.9
(b) Individuals (high net worth individuals) 60 147.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 6.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 389 176.1
By Discretionary
Discretionary 382 175.0
Non-Discretionary 7 1.1
Total 389 176.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 176.1
Total 389 176.1
Comparable Firms State AUM ($B)
Beacon Capital LLC
IA 0.2
Blalock Williams LLC
AL 0.2
Pacifica Wealth Advisors Inc
0.2
Matriarch Wealth Management LLC
0.2
Mtier Capital LLC
0.2
Reservoir Retirement Management LLC
OH 0.2
Aegis Wealth Management Inc
IA 0.2
Meadowbrook Investment Advisors LLC
MI 0.2
Prospect Financial Group LLC
0.2
W&S Brokerage Services Inc
OH 0.2
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