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Braintrust Capital, LLC
SEC-regulated
Registered investment advisor
Braintrust Capital, LLC is a Texas-based investment advisory firm established in 2022, wholly owned by Roger Graham. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Asset Management, Comprehensive Portfolio Management, and Financial Planning & Consulting. The firm also provides Retirement Plan Consulting services to employer plan sponsors. Braintrust Capital manages assets on a discretionary basis and offers individualized investment advice tailored to client needs and objectives. The firm's investment strategies include Asset Allocation, Fixed Income, Long-Term and Short-Term Purchases, Options, and more. Clients can establish accounts with LPL Financial and Charles Schwab & Co., the recommended custodians. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Roger A. Graham, the Managing Director, holds various licenses and certifications, including the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA). The firm has no disciplinary history or financial issues to disclose. Clients are encouraged to review account statements and can contact the firm with any questions or concerns.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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