Brainard Capital Management LLC

Brainard Capital Management LLC is a registered investment adviser based in Austin, TX, established in 2006. The firm offers portfolio management services tailored to individual needs, including discretionary portfolio management with authority to formulate investment strategies. Financial consulting services cover risk assessment, investment planning, and financial decision-making. Brainard may recommend third-party money managers or sub-advisers to manage client portfolios, actively monitoring their performance. Family office and wealth planning services assist clients in organizing their financial situation and planning for wealth transfer. Investment strategies include fundamental analysis, modern portfolio theory, long-term and short-term purchases, margin transactions, option writing, and ESG criteria. The firm charges an asset-based fee starting at 0.30% annually, with a minimum annual flat fee of $12,500. Brainard does not accept performance-based fees, acts as a fiduciary, and does not vote client securities. The firm does not have any disciplinary information to report. Clients have the option to grant discretionary authority over their accounts, and the firm does not vote client securities.