Brenton Alexander Finan

Employer firm

Caz Investments L.p. CRD 113931

$10.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 01/2024
  Sewell Automotive
  Houston, TX
• 08/2012 → 12/2016
  Student
  Lubbock, TX
• 02/2024 → Present
  Caz Investments
  Houstons, TX

Other Businesses

Fin & Ream, LLC Not investment related 5830 E 2nd St, suite 6300, Casper, WY 82609 Digital Marketing Manager Owner/Managing Director 10/4/2023 10 Hours a month 0 hours during trading hours. I run the business solely - no other employees. I generate income by promoting products online and earning a commission when someone makes a purchase of the promoted product

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-07