Braintrust Capital, LLC

EST. AUM
$95,000,000

CONTACTS

CLIENT ACCOUNTS
107

Firm Details

Metro area San Antonio
CRD Number 319510
Website braintrustcapital.com
Client types

Overview

Braintrust Capital, LLC is an independent boutique registered investment advisory practice founded in 2022. Directed by Founder, CEO, and Chief Investment Officer Roger Graham—who brings over 25 years of extensive industry experience spanning financial advisory, portfolio management, private equity, and legal coursework (J.D.)—the firm delivers custom, multi-asset fiduciary management. Braintrust Capital specifically builds holistic balance-sheet solutions around the intricate needs of high-net-worth families, business owners, and corporate executives. The firm moves beyond standalone asset management by actively coordinating client portfolios alongside advanced financial planning disciplines, including pre- and post-liquidity transaction modeling, multi-generational trust structure collaboration, asset location sequencing, and private market alternative capital commitments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Braintrust Capital, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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