D. M. Brenner, Inc.
● SEC registered since 2020CRD 134398SEC# 801-119136Solana Beach, CA
Reg. AUM
$193.6M
Employees
5
Accounts
369
Location
Solana Beach, CA
D. M. Brenner, Inc. assets under management
D. M. Brenner, Inc. operates as an SEC-registered investment adviser based in Solana Beach, CA. The firm has been registered since 2020. It reports $193.6 million in regulatory assets under management and employs 5 people.
D. M. Brenner, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Morgan Brenner Control | Owner/President/Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does D. M. Brenner, Inc. manage?
D. M. Brenner, Inc. reports $193.6 million in regulatory assets under management on its Form ADV.
How many employees does D. M. Brenner, Inc. have?
D. M. Brenner, Inc. reports 5 employees.
Where is D. M. Brenner, Inc. located?
D. M. Brenner, Inc. is based in Solana Beach, CA and has been SEC-registered since 2020.
Does D. M. Brenner, Inc. disclose fund performance?
D. M. Brenner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 380 Stevens Avenue, Suite 205, Solana Beach, CA 92075 |
| Phone | 858-345-1001 |
| Fax | 858-345-1054 |
| Office hours | 8:30 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1872934 |
| Discloses disciplinary history | No |
Regulatory AUM
$193.6M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$193.6Mregulatory AUM
Discretionary $193.6M