# Stephen Brennan

> Stephen Brennan is a fee-only financial advisor at Alhambra Investment Management in Palmetto Bay, Florida. Alhambra Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Alhambra Investment Management
- **Based in:** Palmetto Bay, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $320.2M across 533 accounts
- **CRD:** 2546229 (https://adviserinfo.sec.gov/individual/summary/2546229)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1999), Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.alhambrapartners.com/

## Frequently asked questions

### Is Stephen Brennan a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, Alhambra Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stephen Brennan based?

Stephen Brennan is based in Palmetto Bay, Florida.

### Is Stephen Brennan registered with the SEC?

Yes. Stephen Brennan is registered as an investment adviser representative in CA and TX (CRD 2546229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alhambra Investment Management manage?

Alhambra Investment Management reports $320.2M across 533 accounts in assets under management.

### How do I contact Stephen Brennan?

Through Stephen's website, www.alhambrapartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2546229): 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.