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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PeakBridge momentum +more
- Established Date
- 11-08-2005
- Office Locations
- 2
Office Locations
About Broxton Capital Advisors
Broxton Capital Advisors manages income-focused strategies for retail and institutional investors, emphasizing consistency, transparency, and measurable results. Offerings include Smart Yield, an all-weather multi-asset income approach targeting lower volatility than investment-grade funds; a BDC Income Fund focused on direct lending and tracking the largest U.S. BDCs; and an Alpha Fund that uses financial modeling/forecasting in a hedge-fund-style strategy available to families and individuals without partnership paperwork.
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Owner & Executives
ROBERT ALLEN COOKE JR
Advisor, Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER
- CRD
- #2240107
- Ownership
- 75% or more
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ROBERT A COOKE SR.
--
- CRD
- #704677
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,841,968 | $442,115 |
| Non-Discretionary | $3,141,342 | $205,477 |
| Total | $28,983,310 | $433,013 |
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Separately Managed Accounts
Total SMA Asset: $28,983,310
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,028,190,983 | 45.0% |
| Cash | $4,923,344,534 | 55.0% |
| Total | $8,951,535,517 | 100.0% |