Fee-only adviser · Dallas, TX
Brookmont Capital Management
Brookmont Capital Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Dallas, Texas. On its latest Form ADV, filed March 30, 2026, it reports $910M in regulatory assets under management, 47 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 145475 · SEC file 801-68533 |
| Office | 5950 Berkshire Lane Suite 1420 Dallas, TX 75225 |
| Phone | (214) 953-0190 |
| Website | www.brookmont.com |
| Regulatory assets under management | $910M |
| Individual clients | 0 non-high-net-worth, 47 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Dallas
- Coppell Advisory Solutions LLC $1.1B
- Integrated Advisors Network LLC $5.5B
- Apeiron $852M
- True North Advisors, LLC $5.4B
- Beaird Harris $2.3B
- McElhenny Sheffield Capital Management, LLC $663M
See all 151 fee-only advisers in Dallas →
Nearby
- Addison 4 firms
- Richardson 7 firms
- Las Colinas 1 firm
- Irving 2 firms
- Garland 2 firms
- Coppell 1 firm
- Carrollton 3 firms
- Plano 36 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Brookmont Capital Management? Update this listing.