This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.41 fund_share=0.06 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$266MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$266M

Private client RAUM

$109MderivedItem 5.D individuals plus high net worth individuals

Private client share

41%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$88.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

315

High net worth clients

211

Custody, client assets

$8.1M

SEC number

801-118493

CRD

300409

Filings on the tape

19

First filed

Mar 22, 2020

Latest filed

Sep 18, 2026

Organised

Limited Liability Company, IL

• Occurred

  Apr 11, 2023
  Advisor changed firm

  Peter Mccarthy left Brentview Investment Management, Llc for Wells Fargo Advisors (registered 2022-08-09)

  Form ADVobserved 6 days ago
• Occurred

  Mar 22, 2020
  First Form ADV filing

  Brentview Investment Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7691dc2e-461c-2567-32bd-66b811a9096f

First observed

Mar 22, 2020

Last observed

Sep 18, 2026 3 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.