Luke Lyle
Winebrenner Capital Management · Louisville, Kentucky
Luke Lyle is a fee-only financial advisor at Winebrenner Capital Management in Louisville, Kentucky. Luke focuses on retirement planning. Winebrenner Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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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 KY · CRD 8016519 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wcmria.com |
How Luke's firm compares
- Winebrenner Capital Management's average account is about $250,000, from its Form ADV (assets managed divided by 1,042 accounts).
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Questions about Luke
Is Luke Lyle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke 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 Luke charge for financial advice?
Luke's firm, Winebrenner Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Luke Lyle based?
Luke Lyle is based in Louisville, Kentucky.
What does Luke specialize in?
Luke's specialties include retirement planning.
Is Luke Lyle registered with the SEC?
Yes. Luke Lyle is registered as an investment adviser representative in KY (CRD 8016519), 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 Luke Lyle?
Through Luke'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.
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