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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2013
- Office Locations
- 1
Office Locations
About Brooklawn Capital Advisors
Brooklawn Capital Advisors is a New York-based RIA serving retail clients with financial planning and portfolio construction, including estate and insurance planning and business-succession guidance. The firm builds diversified portfolios using ETFs and fixed income (including U.S. government and municipal bonds) alongside mutual funds and select private/alternative vehicles, with an option for socially responsible investing. Custody is through Charles Schwab; planning workflows include eMoney.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ANDREW OLEN WHITE
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,395,410 | $13,674,426 |
| Non-Discretionary | $14,621,240 | $2,436,873 |
| Total | $124,016,650 | $8,858,332 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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