Brennan John David
CRD 108801SEC# 801-42879Coronado, CA
No longer SEC-registered. Brennan John David appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$505.2M
Employees
2
Accounts
299
Location
Coronado, CA
Brennan John David assets under management
Brennan John David is an investment advisory firm registered with the SEC based in Coronado, CA. It reports $505.2 million in regulatory assets under management and employs 2 people.
Brennan John David owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John David Brennan Control | Sole Proprietor/Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Brennan John David manage?
Brennan John David reports $505.2 million in regulatory assets under management on its Form ADV.
How many employees does Brennan John David have?
Brennan John David reports 2 employees.
Where is Brennan John David located?
Brennan John David is based in Coronado, CA.
Does Brennan John David disclose fund performance?
Brennan John David is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 B Avenue, Suite 307, Coronado, CA 92118-3425 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$505.2MNo change
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$505.2Mregulatory AUM
Discretionary $359.1MNon-discretionary $146.1M