BRIXTON CAPITAL WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$212M
Discretionary
$212M
100% of AUM
Avg account
$259K
Accounts
819
Employees
7
Advisory reps
5

Firm details

Headquarters
GARDEN CITY, New York
CRD number
288810
Registered since
July 13, 2017
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.41%
  • Individuals22.59%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Brixton Capital Wealth Advisors, LLC is an SEC-registered independent advisory firm operating as a limited liability company and focused on individual and family clients. Registered in 2017 and owned by an individual, the firm acts as a capital allocator and manages portfolios primarily on a discretionary basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of outside advisers and the publication of newsletters or periodic commentary. Compensation comes through a mix of percentage-of-assets fees, hourly charges and fixed-fee arrangements. The firm does not identify itself as an active ESG investor in its filing. Investment activity centers on direct equity exposure and exchange-traded strategies as the primary building blocks of client portfolios, supplemented by third-party alternative managers and traditional fixed-income vehicles. The firm’s approach emphasizes separate managed accounts and exchange-traded products for core exposures, with alternate and income-producing instruments layered in for diversification and yield.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 13%, US Government Bonds 9%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents13%
  • US Government Bonds9%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • STEPHEN PERRONE

    CEO & ChairmanCRD 4805871

Contacts

3 of 4
  • JOHN PERRONE

    Vice PresidentCRD 5930932

  • Albert Pette

    IARCRD 1423862

  • WILLIAM KEMP

    Vice President of InvestmentsCRD 1135161

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GARDEN CITY, NY

NASSAU

Location

GARDEN CITY, NY

Headquartered in GARDEN CITY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
1305 Franklin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth