Brackenwood Capital Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Brackenwood Capital Management reports 86 clients. They include 57 individual clients and 29 high-net-worth individuals. Of its assets, 100.0% ($127M across 292 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 24% |
| High-net-worth individuals | 34% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $30.9M | 24.4% | $542K |
| High-net-worth individuals | 29 | $95.7M | 75.6% | $3.3M |
| Total | 86 | $127M | 100% | $1.47M |
- Clients
- 57
- Regulatory AUM
- $30.9M
- AUM share
- 24.4%
- Avg. per client
- $542K
- Clients
- 29
- Regulatory AUM
- $95.7M
- AUM share
- 75.6%
- Avg. per client
- $3.3M
Total
- Clients
- 86
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $1.47M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Brackenwood Capital Management charges 0.60%–0.85% a year for its Investment management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.85% |
| $1M and above | 0.60% |
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting clients are billed at a maximum hourly rate of $250, which may be negotiable.
Mark Kruse owns 75% or more of Brackenwood Capital Management. It has 2 employees.
Leadership
- Mark KruseManager, CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Brackenwood Capital Management, LLC
Mark Kruse
Control person · since May 2005
Besides its headquarters, Brackenwood Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in Washington.
Washington · 1 listed address
- 175 Parfitt Way SW, #N220, Bainbridge IslandHQ
Contact and registration details
- Legal name
- Brackenwood Capital Management, LLC
- Headquarters
- 175 Parfitt Way SW, #N220, Bainbridge Island, WA 98110
- Website
- bcmportfolios.com
- Phone
- 206-446-0157
- SEC file
- 801-136277
- Structure
- Washington LLC
- Fiscal year end
- December
Brackenwood Capital Management uses Charles Schwab ($124M) as custodian for its separately managed accounts. Brackenwood Capital Management has custody of $432K in client assets for 27 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $124M100%
At year end, Brackenwood Capital Management’s separately managed accounts were mostly in funds (80%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds80%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Brackenwood Capital Management have?
Brackenwood Capital Management has 86 clients and manages $127 million for them, as of May 2026. They include 57 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does Brackenwood Capital Management offer?
Brackenwood Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Brackenwood Capital Management charge?
Brackenwood Capital Management charges 0.60%–0.85% a year for its Investment management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: BRACKENWOOD CAPITAL MANAGEMENT ADV PART 2 MAY 2026, filed 18 May 2026
Which custodians does Brackenwood Capital Management use?
Brackenwood Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026
How many financial advisors does Brackenwood Capital Management have?
Brackenwood Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brackenwood Capital Management invest in?
At the end of its last fiscal year, Brackenwood Capital Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brackenwood Capital Management?
Brackenwood Capital Management’s direct owner is Mark Kruse (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does Brackenwood Capital Management get paid?
Brackenwood Capital Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Brackenwood Capital Management registered with the SEC?
Yes, Brackenwood Capital Management has been registered with the SEC as an investment adviser since 15 May 2026. Its CRD number is 135478 and its SEC file number is 801-136277.
Source: Form ADV Part 1A, Item 1, filed 18 May 2026; IAPD firm record
How do I contact Brackenwood Capital Management?
Brackenwood Capital Management’s main office is at 175 Parfitt Way SW, #N220, Bainbridge Island, WA 98110. Its phone number is 206-446-0157. Its website is bcmportfolios.com.