# Douglas Brenneman

> Douglas Brenneman is a fee-only financial advisor at Brenneman Investment Adviser in Centerbrook, Connecticut, who holds the CFA credential. Brenneman Investment Adviser reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/douglas-brenneman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brenneman Investment Adviser
- **Based in:** Centerbrook, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $12.3M across 83 accounts
- **Credentials:** CFA
- **CRD:** 2481279 (https://adviserinfo.sec.gov/individual/summary/2481279)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1997)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://brennemaninvestments.com/

## Frequently asked questions

### Is Douglas Brenneman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Brenneman Investment Adviser reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Douglas charge for financial advice?

Douglas's firm, Brenneman Investment Adviser, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Douglas Brenneman based?

Douglas Brenneman is based in Centerbrook, Connecticut.

### What credentials does Douglas Brenneman hold?

Douglas Brenneman holds the CFA credential.

### Is Douglas Brenneman registered with the SEC?

Yes. Douglas Brenneman is registered as an investment adviser representative in CT (CRD 2481279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brenneman Investment Adviser manage?

Brenneman Investment Adviser reports $12.3M across 83 accounts in assets under management.

### How do I contact Douglas Brenneman?

Through Douglas's website, brennemaninvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2481279): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.