Thomas Treadwell
Brennan Capital Management · Amagansett, New York
Thomas Treadwell is a fee-only financial advisor at Brennan Capital Management in Amagansett, New York. Brennan Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brennan Capital Management |
|---|---|
| Based in | Amagansett, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.8M across 65 accounts |
| SEC registration | Investment adviser representative in CA, CT, FL, NY, OH, PA, TX · CRD 7853486 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.brennancapitalmanagement.com |
How Thomas's firm compares
- Brennan Capital Management's average account is about $628,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Thomas
Is Thomas Treadwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Brennan Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Brennan Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Treadwell based?
Thomas Treadwell is based in Amagansett, New York.
Is Thomas Treadwell registered with the SEC?
Yes. Thomas Treadwell is registered as an investment adviser representative in CA, CT, FL, NY, OH, PA and TX (CRD 7853486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brennan Capital Management manage?
Brennan Capital Management reports $40.8M across 65 accounts in assets under management.
How do I contact Thomas Treadwell?
Through Thomas's website, www.brennancapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
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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