Brookmont Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $910M in regulatory assets under management, 4 employees, and 137 accounts.
Assets Under Management
$910M
Employees
4
Offices
--
Total Clients
65
Primary office
DALLAS, TX
5950 BERKSHIRE LANE, SUITE 1420, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.3% of total clients.
Top client categories% of clientsClients
1
HNWI
72.3%
47
2
TAMPS, SMAS AND WRAP FEE PROGRAMS
13.8%
9
3
Charitable
9.2%
6
4
Investment Cos.
3.1%
2
5
Pooled Investment Vehicles
1.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$910Mas of March 30, 2026
Discretionary100.0%
$910M
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.
Latest AUM$910M
Total Accounts137
10Y AUM Change+$587M (+181.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change-2 (-33.3%)
* 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.