← Tributary

D. M. BRENNER, INC.

SOLANA BEACH, CA · CRD 134398 · IAPD ↗ · dmbrenner.com · 858-345-1001

$193.6MRegulatory AUM
3Advisory reps
5Employees
2Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
December 2025 — D. M. BRENNER, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
December 2025 — D. M. BRENNER, INC. reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
April 2024 — D. M. BRENNER, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.