BRAEMONT CAPITAL MANAGEMENT LLC

CRD

314704

SEC file #

801-121709

EIN

000000000

DBA names

Braemont Capital

Economics

AUM

$913.0M

AUM band

$500M-$1B

AUM trajectory

'22 · $287.7M

'23 · $404.8M

'25 · $664.6M

'26 · $913.0M

'22'26

$287.7M → $913.0M▲ +217%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 4 advisors

'23 · 6 advisors

'25 · 9 advisors

'26 · 10 advisors

'22'26

4 advisors → 10 advisors▲ +150%

sec adv history

Primary office

DALLAS TX

Branches

—

Custodian & Brokerage

Primary custodian

JPMorganlow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/27/2026

ADV-W filed at

—

Website

braemont.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Covington, Robert, Culpepper

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

Covington, Robert, Culpepper

SIMS, STEPHEN, THOMAS

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BRAEMONT.COM

Rdap Domain Creation Date

2020-06-24T04:28:32Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002005270

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-01-12

Edgar Last Filing Date

2024-01-12

Edgar Form D Count

Edgar Form D Offerings

2024-01-122024-01-12 · 0002005270-24-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Jpmorgan	14
E*trade	4

adv brochure

Edgar Addresses

Mailing

3963 MAPLE AVENUE, SUITE 290DALLAS, TX 75219

Business

3963 MAPLE AVENUE, SUITE 290DALLAS, TX 75219

Edgar EIN

000000000

Edgar Recent Filings

D2024-01-12 · 0002005270-24-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-06-24T04:28:32Z

Rdap Domain Last Changed

2025-06-24T16:16:22Z

Rdap Nameservers

Ns47.domaincontrol.comNs48.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

3068627

Trust Company Affiliate

Yes