Douglas Brenneman
Brenneman Investment Adviser · Centerbrook, Connecticut
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.
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Facts
| Firm | Brenneman Investment Adviser |
|---|---|
| Based in | Centerbrook, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.3M across 83 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 2481279 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | brennemaninvestments.com |
| Profile |
How Douglas's firm compares
- Brenneman Investment Adviser's average account is about $149,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about Douglas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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