About the firm · San Antonio, Texas
About Braintrust Capital®
A San Antonio wealth management firm for families, business owners, and executives
Braintrust Capital®, LLC is a registered investment advisor that directly provides financial planning, investment and portfolio management, estate planning from a financial perspective, and business exit planning. We coordinate with your independent CPA and attorney on tax and legal advice, so every decision is made with the full picture in view.
Our purpose
Advice that reflects
real complexity.
Braintrust Capital® was founded on a simple belief: clients with complex financial lives deserve one integrated plan rather than a collection of disconnected products and opinions. Investments, retirement goals, business interests, estate intentions, and tax considerations affect one another, and we plan for them together.
We provide the planning and investment management ourselves. Where a decision requires tax or legal advice, we work alongside your CPA and attorney so recommendations stay consistent. Braintrust Capital® is not a law firm or CPA firm and does not provide legal, accounting, tax preparation, or audit services.
How we work
What we provide
Services delivered
directly by our firm.
Financial Planning
Retirement, cash flow, and goal planning built around your full financial picture.
Investment & Portfolio Management
Asset allocation, tax-aware investment decisions, and ongoing monitoring.
Estate Planning
Estate planning from a financial perspective, coordinated with your attorney.
Business Exit Planning
Preparing owners for a sale or succession and for life after the transition.
Oil & Gas Royalty Planning
Planning for mineral and royalty owners across Texas.
Wealth Management
Your Wealth Braintrust: planning, investments, tax decisions, and estate intentions working together.
Leadership
Led by
Roger Graham.
Founder and CEO Roger Graham brings 25 years of experience across Wells Fargo Advisors, UBS Financial Services, private equity, and business transition planning, along with J.D., CPWA®, CIMA®, and CEPA® credentials.
Is Braintrust Capital®
right for you?
Schedule a private, no-obligation consultation to discuss your goals and whether our approach fits your situation.
Braintrust Capital® · San Antonio, Texas
Financial planning and wealth management in San Antonio
Braintrust Capital® works with families, business owners, and executives whose investment decisions, retirement goals, estate arrangements, and business interests need an integrated financial plan. Braintrust Capital® directly provides financial planning, investment management, financial-perspective estate planning, and exit planning. Coordination with independent CPAs and attorneys applies to tax and legal advice; Braintrust Capital® does not replace their professional advice.
Braintrust Capital®17806 IH 10 West, Suite 300
San Antonio, Texas
210-819-7425
info@braintrustcapital.net