Brandt W. Green

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CRD#: 7684555

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brandt Wesley Green was a registered financial professional .

Brandt is a previously registered financial professional and started their career in finance in 2023. Brandt had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

As of July 2017, Mr. Green is an owner of US Focus Groups, LLC and is responsible for the financial aspects of the company, as well as for the management of the company's website and database. Located in Baton Rouge, Louisiana, US Focus Groups, LLC assists trial attorneys in setting up focus groups to gather critical feedback on cases pending in litigation. US Focus Groups, LLC and Mr. Green's role with the company are non-investment related. Mr. Green spends approximately 5 hours per month devoted to US Focus Group, LLC's business and approximately 0 hours per day devoted to US Focus Group, LLC's business during trading hours. As of May 2022, Mr. Green is an employee of Altafid PBC and provides research support as part of his role as a research analyst. Located at 8312 Verde Mesa Cove, Austin, TX, 78738, Altafid PBC is a financial advisory technology platform that provides access to financial services to Latin American and US clients. Altafid PBC and Mr. Green's role with the company are non-investment related. Mr. Green spends approximately 80 hours per month devoted to Altafid PBC's business and approximately 3 hours per day devoted to this business during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 3, 2023 - March 11, 2025

INNEALTA CAPITAL

RIA

CRD#: 292158

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INNEALTA CAPITAL

CRD#: 292158 / SEC#: 801-112421

RIA

Registered Investment Advisory firm - (2/13/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2023

Uniform Investment Adviser Law Examination

Current Firm

INNEALTA CAPITAL

CRD#: 292158 / SEC#: 801-112421

RIA

Registered Investment Advisory firm - (2/13/2018 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(737) 808-4640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2.A (BROCHURE) - INNEALTA CAPITAL, LLC (3/25/2025)

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 258,841,573

Red Flags

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Brandt W. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INNEALTA CAPITAL

Primary Firm SEC Registration

INNEALTA CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2023

Current Firm

INNEALTA CAPITAL

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INNEALTA CAPITAL

TRUST BUT VERIFY

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