Brackenwood Capital Management, LLC: new SEC registration, $127M AUM, Bainbridge Island, WA
Brackenwood Capital Management, LLC (Bainbridge Island, Washington): new SEC registration, $127M AUM, Bainbridge Island, WA. Its amount of 127 is below the median of 134 (46th percentile). Dated 174 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 127 · 46th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Brackenwood Capital Management, LLC |
| Legal name | Brackenwood Capital Management, LLC |
| CRD | 135478 |
| Status | Approved |
| Registered with the SEC | 2026-05-15 |
| Latest Form ADV filing | 2026-05-18 |
| Location | Bainbridge Island, WA, United States |
| Regulatory AUM | $126,631,575 |
| Accounts | 292 |
| Employees | 2 |
| Website | HTTP://WWW.BCMPORTFOLIOS.COM |
| amount percentile | 46th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (14 WA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Brackenwood Capital Management, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Brackenwood Capital Management + all 14 WA records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WA first): Gevers Wealth Management · Sloy Dahl & Holst Holdings, INC · Soundpath Retirement Strategies, LLC · Integrated Wealth Advisors, LLC · Trail Financial Planning LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Brackenwood Capital Management, LLC and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- Brackenwood Capital Management, LLC's amount: 46th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Washington peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $127M under management.
- Website on file.
What is the NewRiaPulse record for Brackenwood Capital Management, LLC in Bainbridge Island, Washington?
Brackenwood Capital Management, LLC received SEC registration as an investment adviser (2026-05-15) with $126,631,575 in regulatory assets under management, based in Bainbridge Island, WA.
How does Brackenwood Capital Management, LLC compare to other Washington NewRiaPulse records?
Its amount of 127 is below the median (46th percentile); smaller records often move faster and face less competition. It is 174 days old; check the official source for later updates before acting.
Brackenwood Capital Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Brackenwood Capital Management, LLC | Bainbridge Island, WA | 127 | 46th | 2026-05-15 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Washington NewRiaPulse: Approved
Cross-dataset signals in Washington
Newly funded companies in Washington (SEC Form D) (15) IpoFilingPulse: records in Washington (10)
More Washington public-record feeds
New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Washington School & Library E-Rate Contracts Up for Rebid in Washington Pierce County WA Franchise Telecom Cable Pulse in Washington Federal Alcohol Permit Holder Directory in Washington Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Washington Nursing Home Inspection Deficiencies by State & Severity in Washington New IPO Filings (SEC S-1 & F-1) by Industry & State in Washington New, Terminating & Large 401(k) Plans from Form 5500 Filings in Washington
How to monitor Brackenwood Capital Management, LLC and peer approved records
Get new NewRiaPulse records like Brackenwood Capital Management, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.