CRD: 127344
Brandywine Financial Group, Inc.
Thompsons Station, TN
6108281155
$135.0M Total AUM
$135.0M Disc. AUM
14.0% 3Y CAGR
2 Employees
211 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bitgo · First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-2003
- Office Locations
- 2
Office Locations
39 State Route 12 Suite 2 Flemington NJ
-- Thompsons Station TN
About Brandywine Financial Group, Inc.
Brandywine Financial Group, Inc. is a Thompsons Station-based RIA with 2 offices. The firm has been operating for 22 years. Managing $135.0M in total assets under management, with 2 advisory representatives. They custody assets with Bitgo and First Clearing. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
47 AVG AGE
$67.5M AVG AUM / ADVISOR
$639.8K AVG AUM / CLIENT
17.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
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Asset Classes
Fusion radial Legacy Element
Client Personas
Legacy
Investment Themes
Radial momentum Vertex prime
Investment Vehicles
Vital meridian Beacon summit
Services
Catalyst vital Eagle signal Pathway unison Foundation pathway Insight Legacy Timber radial Bridge eagle
Owner & Executives
RAYMOND NOAH CAROTA
Chief Compliance Officer, President
- CRD
- #2784250
- Ownership
- 75% or more
(355) 986-9677
legacy.horizon@ridgecapital.com
in linkedin.com/in/harbor-vector
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL JOSEPH DEO
Executive Director
- CRD
- #4446853
(267) 522-5372
capital.capital@focuscapital.com
in linkedin.com/in/pathway-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,002,387 | $304,746 |
| Non-Discretionary | $0 | -- |
| Total | $135,002,387 | $304,746 |
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Separately Managed Accounts
Total SMA Asset: $135,002,387
Equity - Exchange:
17.1% Cash:
82.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $112,305,487 | 17.1% |
| Cash | $544,451,746 | 82.9% |
| Total | $656,757,233 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM FOUNDATION | MERIDIAN EAGLE | VIEPDUNVR | TGQ | 9.46% | $110,594,754 |
| PEAK SUMMIT ZENITH | PATHWAY HARBOR | 077HX71BL | HJKOT | 11.00% | $15,411,874 |
| VALUE CATALYST BRIDGE | OPTIMA HARBOR | F1BXC2IZD | LXZR | 11.16% | $65,097,769 |
| BEACON MATRIX | LEGACY LEGACY | C4JPKP0O4 | QVR | 7.61% | $42,807,643 |
| ALPHA VALUE | ATLAS EAGLE | MTUFSLQ1Q | CXH | 4.90% | $91,849,713 |
| ZENITH ATLAS WAVE | HARBOR QUANTUM | EZCW0HVDQ | AUTU | 7.31% | $93,940,666 |
| SUMMIT EAGLE | PATHWAY CATALYST | PF5LSVVPE | IBD | 5.67% | $18,636,227 |
| FUSION GLACIER | PRIME ELEMENT | 09DTHY7OH | BYJI | 8.46% | $81,727,618 |