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Brantley Asset Management, L.L.C. (Beachwood)


Brantley Asset Management, L.L.C. is a pension cosultant based in Beachwood. It manages $11.68 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Illinois, Michigan, New York, Ohio, and Pennsylvania.

Brantley Asset Management, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brantley Asset Management, L.L.C: assets under management

The assets under management (AUM) of Brantley Asset Management, L.L.C. is $11.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 268% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $417.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brantley Asset Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beachwood

The principal office where Brantley Asset Management, L.L.C. performs its advisory services is located at 3201 Enterprise Parkway, Beachwood, OH 44122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-464-8400 or by fax 216-464-8405. The normal business hours are 9:00am to 6:00pm on Monday - Friday.


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