Overview
Assets Under Management: $177 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 199
Average Client Assets: $690,732
Frequently Asked Questions
BRIXTON CAPITAL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288810), BRIXTON CAPITAL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BRIXTON CAPITAL WEALTH ADVISORS, LLC is headquartered in GARDEN CITY, NY.
BRIXTON CAPITAL WEALTH ADVISORS, LLC serves 199 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, BRIXTON CAPITAL WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BRIXTON CAPITAL WEALTH ADVISORS, LLC manages $177 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, BRIXTON CAPITAL WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.79
Average High-Net-Worth Client Assets: $690,732
Total Client Accounts: 729
Discretionary Accounts: 729
Regulatory Filings
CRD Number: 288810
Last Filing Date: 2025-03-05 00:00:00
Website: https://brixcwa.com