Brown Robello Capital Management, LLC

Brown Robello Capital Management, LLC (CRD# 113791) is a financial advisory firm headquartered in Sacramento, CA. They manage $186,547,993 in 299 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $623,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Brown Robello Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Dusty Hoetger
CRD#: 5015684
3620 American River Drive, Suite 145, Sacramento, CA 95864
96
Wealthminder
score

Dusty Hoetger (CRD# 5015684) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Sacramento, CA and has over 10 years of experience in the finance industry. Dusty Hoetger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David L. Baskins
CRD#: 704432
3620 American River Drive, Suite 145, Sacramento, CA 95864
93
Wealthminder
score

David Baskins (CRD# 704432) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Sacramento, CA and has over 32 years of experience in the finance industry.

3
Richard S. Debono
CRD#: 2882335
3620 American River Drive, Suite 145, Sacramento, CA 95864
93
Wealthminder
score

Richard Debono (CRD# 2882335) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Sacramento, CA and has over 18 years of experience in the finance industry.

4
Terry G. Feil
CRD#: 832849
3620 American River Drive, Suite 145, Sacramento, CA 95864
93
Wealthminder
score

Terry Feil (CRD# 832849) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Sacramento, CA and has over 21 years of experience in the finance industry.

5
Martin T. Herman
CRD#: 243828
6880 S. Mccarran Blvd, Suite 3, Reno, NV 89509
93
Wealthminder
score

Martin Herman (CRD# 243828) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Reno, NV and has over 30 years of experience in the finance industry.

6
Linda M. Becker
CRD#: 1228907
6880 S. Mccarran Blvd, Suite 3, Reno, NV 89509
83
Wealthminder
score

Linda Becker (CRD# 1228907) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Reno, NV and has over 30 years of experience in the finance industry.

7
Kenneth E. Brown
CRD#: 1014957
3620 American River Drive, Suite 145, Sacramento, CA 95864
83
Wealthminder
score

Kenneth Brown (CRD# 1014957) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Sacramento, CA and has over 31 years of experience in the finance industry.

8
Alan W. Robello
CRD#: 1625027
3620 American River Drive, Suite 145, Sacramento, CA 95864
83
Wealthminder
score

Alan Robello (CRD# 1625027) is an Investment Advisor Representative working at Brown Robello Capital Management, LLC in Sacramento, CA and has over 27 years of experience in the finance industry.

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