BAINBRIDGE ISLAND, WACRD 135478Registration Status: ApprovedEffective since May 15, 2026Latest ADV May 18, 2026
Brackenwood Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bainbridge Island, WA. Its latest Form ADV filing, dated May 18, 2026, reports $127M in regulatory assets under management, 2 employees, 1 office, and 292 accounts.
Assets Under Management
$127M
Employees
2
Offices
1 office
Total Clients
86
Primary office
BAINBRIDGE ISLAND, WA
175 PARFITT WAY SW, #N220, BAINBRIDGE ISLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.3% of total clients.
Top client categories% of clientsClients
1
Individuals
66.3%
57
2
HNWI
33.7%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of May 18, 2026
Discretionary100.0%
$127M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts292
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.