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clients and manages $260 million for them, as of March 2026. They include 309 individual clients, 127 high-net-worth individuals, and 19 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Winebrenner Capital Management offer?","answer":"Winebrenner Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Winebrenner Capital Management use?","answer":"Winebrenner Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $158M and Stonex Securities Inc. (Birmingham, AL), with $26.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Winebrenner Capital Management have?","answer":"Winebrenner Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Winebrenner Capital Management invest in?","answer":"At the end of its last fiscal year, Winebrenner Capital Management’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 2% state and local bonds, 2% cash and equivalents and 1% U.S. government and agency bonds. It advises 4 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Winebrenner Capital Management?","answer":"Winebrenner Capital Management’s direct owner is Earl Winebrenner (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Winebrenner Capital Management get paid?","answer":"Winebrenner Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Winebrenner Capital Management?","answer":"Winebrenner Capital Management’s main office is at 10602 Timberwood Circle, Suite 13, Louisville, KY 40223-5367. 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