Brixton Capital Wealth Advisors, LLC

RIASEC Registered
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 independent limited liability RIA that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm is SEC-registered (initial registration in 2017) and is owned by an individual. It bills clients through a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements, and its service set includes selecting outside advisers and publishing periodic client communications. The firm describes itself as a capital allocator and has industry ties to a broker-dealer and an insurance company. It does not identify as an active ESG investor.

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

    Stephen Perrone

    CEO & ChairmanCRD 4805871

Contacts

3 of 4
  • John Perrone

    John Perrone

    Vice PresidentCRD 5930932

  • William Kemp

    William Kemp

    Vice President of InvestmentsCRD 1135161

  • Albert Pette

    IARCRD 1423862

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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