Brandywine Oak Private Wealth LLC

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$554K
Accounts
2,836
Employees
15
Advisory reps
10

Firm details

Headquarters
Kennett Square, Pennsylvania
CRD number
297021
Registered since
July 20, 2018
Website
brandywineoak.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI95.43%
  • Individuals4.57%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Brandywine Oak Private Wealth LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2018) and positions itself as a capital allocator for individual and family clients, offering a mix of investment management and planning services. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, fixed fees, and performance-based fees. The firm has appeared in Forbes’ lists of top RIA firms in 2022, 2023, and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 15%, State & Local Bonds 10%, Private Funds 5%, Cash & Cash Equivalents 4%, Other 2%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities15%
  • State & Local Bonds10%
  • Private Funds5%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 144

Active vs passive

$1.2B in ETFs

Passive

99%

$1.2B

Active

1%

$9.9M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)SchwabPassiveForeign Large Blend$156M5,686,35312.66%
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Location

Primary office

Kennett Square, PA

Chester

Location

Kennett Square, PA

Headquartered in Kennett Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
500 Old Forge Ln
Time zone
ET (UTC-5)
Office locations

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