CRD: 288810
Brixton Capital Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Brixton Capital Wealth Advisors, LLC
Brixton Capital Wealth Advisors (Garden City, NY) provides disciplined financial planning and ongoing wealth management, including investment planning/portfolio construction plus retirement, tax, and estate planning support, with insurance solutions as needed. Client focus includes individuals and business owners/entrepreneurs. Portfolios commonly use ETFs and mutual funds and custody through Charles Schwab. The firm is an endorsed local provider of Dave Ramsey Solutions.
Reported data analysis
What the numbers show
Between September 3, 2025 and March 6, 2026, reported AUM increased 20.2%, from $176.7M to $212.4M.
Across 5 reported observations, AUM increased 15.9% between September 27, 2022 and March 6, 2026, from $183.3M to $212.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 819 clients, or 204.8 clients per representative. That equates to $259.3K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHN SULLIVAN PERRONE
--
- CRD
- #5930932
- Ownership
- 25% but less than 50%
STEPHEN JOSEPH PERRONE
President
- CRD
- #4805871
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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WILLIAM ROBERT KEMP
Financial Advisor, General Partner
- CRD
- #1135161
Albert Vincent Pette
Financial Advisor
- CRD
- #1423862
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,388,530 | $259,327 |
| Non-Discretionary | $0 | -- |
| Total | $212,388,530 | $259,327 |
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Separately Managed Accounts
SMA allocation detail is available
Brixton Capital Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.