BROADWING CAPITAL ADVISORS, INC.

Overview

Broadwing Capital Advisors, Inc. is an independent, SEC-registered registered investment advisor that positions itself as a capital allocator for individual and family clients. The firm is owner-operated and combines fee-based AUM billing with fixed-fee engagements. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of external advisers. Broadwing does not market itself as an ESG-focused manager and reports a straightforward emphasis on equities and third-party alternative allocations rather than multi-state or institutional pension consulting services. The firm’s allocation approach favors liquid, exchange-traded securities as the backbone of client portfolios while supplementing equity exposure with external alternative managers in private equity and real estate. That mix indicates a traditional core equity orientation, with alternatives used to add diversification, return enhancement and access to private market opportunities when appropriate for client suitability and liquidity profiles.

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Public Holdings

Investments & Alternatives

Location & Offices