Winebrenner Capital Management LLC

Winebrenner Capital Management LLC (CRD# 154708) is a financial advisory firm headquartered in Louisville, KY. They manage $88,553,505 in 591 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $149,837
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

FL, IN, KY, UT

Financial Advisors at Winebrenner Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Wesley L. Crowdis
CRD#: 4979155
10602 Timberwood Circle, Suite 13, Louisville, KY 40223
104
Wealthminder
score

Wesley Crowdis (CRD# 4979155) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has 9 years of experience in the finance industry.

 

Winebrenner Capital Management is a Registered Investment Adviser with a team of dedicated professionals who built the firm on a foundation of responsibility, integrity, and experience. Our team is committed to providing personalized financial planning services and advice based on your individual situation, goals, and needs. We offer over 50 years of combined investment and business experience, utilizing enduring investment philosophies and modern tools that allow us to provide superior results for our clients.


Wes has been dedicated to the clients of Winebrenner Capital Management for over 8 years. Wes particularly likes working with clients to help them identify and prioritize their financial goals. His knowledge of the financial markets allows him to build customized portfolios for each client, giving them the ability to meet their goals.

 

Wes is a native Louisvillian and graduated from DeSales High School. After graduating from DeSales, Wes attended Centre College in Danville, KY, on a soccer grant and graduated with a Bachelor of Science Degree in Financial Economics. After graduation in 2007, Wes moved back to Louisville and got his start in the financial industry at Hilliard Lyons.

2
Earl G. Winebrenner
CRD#: 1866261
10602 Timberwood Circle, Suite 13, Louisville, KY 40223
93
Wealthminder
score

Earl Winebrenner (CRD# 1866261) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has over 28 years of experience in the finance industry.

3
Christina C. Traurig
CRD#: 6513564
10602 Timberwood Circle, Suite 13, Louisville, KY 40223
92
Wealthminder
score
Christina Traurig (CRD# 6513564) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has 1 year of experience in the finance industry.
4
Charles F. Mercer
CRD#: 2634806
10602 Timberwood Circle, Suite 13, Louisville, KY 40223
90
Wealthminder
score

Charles Mercer (CRD# 2634806) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has 1 year of experience in the finance industry.

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