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Brixton Capital Wealth Advisors, LLC

Brixton Capital Wealth Advisors, LLC. CRD 288810

Brixton Capital Wealth Advisors, LLC logo

CRD: 288810

Brixton Capital Wealth Advisors, LLC

Garden City, NY, 11530
5162225300
www.brixtonwealth.com
$212.4M Total AUM
$212.4M Disc. AUM
22.2% 3Y CAGR
7 Employees
819 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail
Platforms
EmberCapital
Established Date
03-01-2017
Office Locations
1

Office Locations

1305 Franklin AVE Suite 300 Garden City NY

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.

Team overview

44 AVG AGE
$53.1M AVG AUM / ADVISOR
$259.3K AVG AUM / CLIENT
6.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Radial catalyst Ember quantum

Client Personas

Delta

Custodian

Frontier Harbor

Investment Themes

Eagle

Investment Vehicles

Fusion north

Services

Wave Signal Horizon north Peak oak Capital element Glacier unison Ridge glacier Peak Legacy element

Technology

Vertex optima North

Owner & Executives

JOHN SULLIVAN PERRONE

JOHN SULLIVAN PERRONE

--

CRD
#5930932
Ownership
25% but less than 50%
(535) 559-1850
focus.pathway@frontiercapital.com
in linkedin.com/in/oak-radial
S

STEPHEN JOSEPH PERRONE

President

CRD
#4805871
Ownership
25% but less than 50%
(799) 372-8919
horizon.meridian@bridgecapital.com
in linkedin.com/in/zenith-harbor
C

Crest signal

Atlas peak

CRD
#35580
Ownership
41.4%
(746) 522-2311
ember.beacon@fusioncapital.com
in linkedin.com/in/pioneer-capital

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Contacts

W

WILLIAM ROBERT KEMP

Financial Advisor, General Partner

CRD
#1135161
(647) 659-9330
fusion.foundation@embercapital.com
in linkedin.com/in/wave-signal
A

Albert Vincent Pette

--

CRD
#1423862
(326) 441-9627
meridian.pioneer@northcapital.com
in linkedin.com/in/element-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-27-2022
03-04-2023
03-01-2024
09-03-2025
03-06-2026
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

Total SMA Asset: $212,388,530

$212.4M Total SMA
Equity - Exchange:
25.2%
Cash:
6.1%
U.S. Government/Agency:
13.1%
Corporate - Investment Grade:
20.7%
Corporate - Non-Investment Grade:
14.8%
Municipal Bonds:
20.1%
Asset class Assets Assets %
Equity - Exchange $2,216,158,256 25.2%
Cash $536,451,006 6.1%
U.S. Government/Agency $1,152,050,522 13.1%
Corporate - Investment Grade $1,820,415,711 20.7%
Corporate - Non-Investment Grade $1,301,553,262 14.8%
Municipal Bonds $1,767,650,038 20.1%
Total $8,794,278,795 100.0%

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