Earl Winebrenner
Winebrenner Capital Management · Louisville, Kentucky
Earl Winebrenner is a fee-only financial advisor at Winebrenner Capital Management in Louisville, Kentucky. Earl focuses on retirement planning. Winebrenner Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
Request an introduction to Earl →
Specialties
Facts
| Firm | Winebrenner Capital Management |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $260.5M across 1,042 accounts |
| SEC registration | Investment adviser representative in FL, IN, KY, TX · CRD 1866261 |
| Exams passed | Series 63 (1988) · Series 65 (1999) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wcmria.com |
How Earl's firm compares
- Winebrenner Capital Management's average account is about $250,000, from its Form ADV (assets managed divided by 1,042 accounts).
Request an introduction to Earl
Tell Earl a little about what you're looking for. Earl isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Earl
Is Earl Winebrenner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Earl holds no broker registration, and Winebrenner Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Earl charge for financial advice?
Earl's firm, Winebrenner Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Earl Winebrenner based?
Earl Winebrenner is based in Louisville, Kentucky.
What does Earl specialize in?
Earl's specialties include retirement planning.
Is Earl Winebrenner registered with the SEC?
Yes. Earl Winebrenner is registered as an investment adviser representative in FL, IN, KY and TX (CRD 1866261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winebrenner Capital Management manage?
Winebrenner Capital Management reports $260.5M across 1,042 accounts in assets under management.
How do I contact Earl Winebrenner?
Through Earl's website, www.wcmria.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
- Winebrenner Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.