BRIXTON CAPITAL WEALTH ADVISORS, LLC
Adviser information for BRIXTON CAPITAL WEALTH ADVISORS, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 604 | $146.1M |
| Non-Discretionary | 0 | $0 |
| Total | 604 | $146.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 447 | $33.1M |
| HNW Individuals | 157 | $113.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-110811 |
|---|---|
| SEC ERA File Number | 801-110811 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288810 |
| Legal Entity Identifier | None |
Principal Office
1305 FRANKLIN AVESUITE 300
GARDEN CITY
NY
United States
Monday - Friday, 8:00 A.M. - 6:00 P.M.
Tel: 516-222-5300, Fax: None
Websites
Chief Compliance Officer
STEPHEN J. PERRONE SR.
MANAGING MEMBER/ CEO
1305 FRANKLIN AVE
SUTE 300
GARDEN CITY
NY
United States
Tel:
516-222-5300
S****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PERRONE, STEPHEN, JOSEPH | Individual | – | MANAGING MEMBER/ CEO/ CHIEF COMPLIANCE OFFICER | 03/2017 | 25-50% |
| PERRONE, JOHN, SULLIVAN | Individual | – | VICE PRESIDENT OF OPERATIONS | 08/2017 | 25-50% |
| PERRONE, STEPHEN, JOSEPH | Individual | – | PRESIDENT | 08/2017 | 25-50% |