$148.0M Total AUM
$126.9M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Matrix deltaLegacy +more
- Established Date
- 10-31-2003
- Office Locations
- 1
Office Locations
101 Larkspur Landing Circle Suite 221 Larkspur CA
About Broadwing Capital Advisors, Inc.
Broadwing Capital Advisors is a boutique RIA led by Kelly D. Kane, CFP, ChFC, providing personalized financial planning and investment management for individuals and families focused on retirement and long-term goals. The firm emphasizes measured, time-tested strategies aimed at helping clients avoid costly decisions; portfolios commonly use ETFs and public funds, with custody at Charles Schwab.
Team overview
61 AVG AGE
$74.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
11.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Meridian Legacy Crest crest Fusion ridge Oak crest
Custodian
Vertex Frontier Vector vertex
Investment Themes
Eagle Ridge Pathway pathway Wave
Investment Vehicles
Pathway Peak frontier
Platform
Pathway
Services
Signal vital Insight Beacon momentum Summit eagle Atlas vital Delta pioneer Bridge harbor Crest
Technology
Unison timber Legacy north Pathway optima Signal value
Owner & Executives
KELLY DOUGLAS KANE
Advisor, Chief Compliance Officer, President
- CRD
- #1428717
- Ownership
- 75% or more
(321) 703-6745
signal.north@alphacapital.com
in linkedin.com/in/north-timber
Showing 1 of 1 owners & executives
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M
MORGAN SELMI
--
- CRD
- #8210023
(369) 408-4506
timber.zenith@ridgecapital.com
in linkedin.com/in/peak-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,893,954 | $2,046,677 |
| Non-Discretionary | $21,114,319 | $5,278,580 |
| Total | $148,008,273 | $2,242,550 |
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Separately Managed Accounts
Total SMA Asset: $148,008,273
Equity - Exchange:
19.6% Public Funds:
18.8% Cash:
30.8% U.S. Government/Agency:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,042,295,735 | 19.6% |
| Public Funds | $999,753,052 | 18.8% |
| Cash | $1,637,893,298 | 30.8% |
| U.S. Government/Agency | $1,637,893,298 | 30.8% |
| Total | $5,317,835,383 | 100.0% |