Bretwood Capital Partners, Llc

State-registered Endowment & Foundation Advisor · Boutique (under $100M) CRD 136628 · Altlanta, GA

☆ Save with Pro ADV data as of Mar 16, 2026

Regulatory AUM: $28.2M
Discretionary: $28.2M
Clients: 8
Avg AUM / client: $3.5M
Accounts: 8
Employees: 4

Who they serve

Client type	Clients	AUM	% of AUM
High net worth individuals	1	$168K	0.59%
Pooled investment vehicles (non-investment companies)	1	$705K	2.5%
Charitable organizations	5	$11.9M	42.1%
State or municipal government entities	1	$15.5M	54.8%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Calvin Renwick Stamps	Registered representative		Oct 2011 (15y)
Christopher Aaron Johnson	Registered representative		Dec 2023 (3y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/16/2026	1.09 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management

Services

• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients

Custody

Reported custodians

Regions Financial Corp $15.8M (56% of AUM) Mar 2026
Interactive Brokers $7.0M (25% of AUM) Mar 2026
First Citizens Bank $3.2M (11% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.

View current Form ADV (SEC/IAPD) ↗