Brandywine Oak Private Wealth LLC
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
FINTRXOverview
Brandywine Oak Private Wealth LLC is an independent, owner-operated registered investment adviser formed in 2018 that serves individuals and families. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals, small businesses and institutions, and manager selection. Its fee arrangements include asset-based fees, fixed fees and performance-linked fees. The adviser notes an affiliation with accounting professionals and does not position itself as an ESG-focused manager. The firm has been recognized by Forbes on its Top RIA Firms lists in 2022, 2023 and 2024. Brandywine Oak identifies as an independent RIA rather than a multi-state adviser and highlights selection of third-party managers as a core capability.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities15%
- State & Local Bonds10%
- Private Funds5%
- Cash & Cash Equivalents4%
Owners & executives
3 of 4
Michael Henley
Founder & CEOCRD 5768690
Brittany Kalsky
Chief Compliance OfficerCRD 6461964
Alison Dorsman
Co-founder & Co-CEOCRD 4906461
Contacts
3 of 6
Dionna Poluch
Director of MarketingCRD 7031562
Steve Maconi
Founding Partner & ChairmanCRD 1078760
Connor Knox
Private Wealth Relationship ManagerCRD 7827193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$1.2B in ETFs
99%
$1.2B
1%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $158M | 5,721,529 | 12.78% |
Location
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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