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 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
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 1
Stephen Perrone
CEO & ChairmanCRD 4805871
Contacts
3 of 4
John Perrone
Vice PresidentCRD 5930932
William Kemp
Vice President of InvestmentsCRD 1135161
Albert Pette
IARCRD 1423862
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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