BRIXTON CAPITAL WEALTH ADVISORS, LLC
Firm details
- Headquarters
- GARDEN CITY, New York
- CRD number
- 288810
- Registered since
- July 13, 2017
- Website
- www.brixtonwealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents13%
- US Government Bonds9%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1STEPHEN PERRONE
CEO & ChairmanCRD 4805871
Contacts
3 of 4JOHN PERRONE
Vice PresidentCRD 5930932
Albert Pette
IARCRD 1423862
WILLIAM KEMP
Vice President of InvestmentsCRD 1135161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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