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| Brixton Capital Wealth Advisors LLC
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| CRD # | 288810 |
| SEC # | 801-110811 |
| CIK # | |
| AUM | 212.4 M (2026-03-06) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-222-5300 |
| Address | 1305 Franklin Ave Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure] |
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Item 5. Fees and Compensation Portfolio Management Services On accounts with assets under $3M, our annual fee for portfolio management services typically ranges from .50 to 1.75% of total assets under management. Assets over $3M are negotiable based on facts and circumstances of the account. These fees are in addition to any fees that are changed by an EFT or Mutual Fund. Fees vary within these ranges depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. All fees are negotiated on a case-by-case basis and will be documented in writing on the investment management agreement that you sign at the time the account is opened. Please let your advisor know if you have any questions about the specific fees for your account. Your advisor can provide you with the total fee cost of your account. For example: $100,000 @ 1% = $1000 per year in fees. Which would be $250 billed quarterly. $100,000 @1.5% = $1500 per year in fees, which would be $375 billed quarterly. Please refer to Methods of Analysis, Investment Strategies and Risk of Loss section for a discussion of the risks associated with these types of securities products. Assets in each of your account(s) are included in the fee assessment unless specifically identified in writing for exclusion. Our annual portfolio management fee is billed and payable, quarterly in arrears, based on the balance at the end of billing period. In general fees are taken directly out of client accounts, however clients can choose to pay the fees separately. If the portfolio management agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro- rata basis, which means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client. If additional funds are added to an existing account during the quarter, the full amount will be added to the assets undermanagement calculated at the end of the quarter. Our advisory fee is negotiable, depending on individual client circumstances. At our discretion, we will combine the account values of family members to determine the applicable advisory fee. For example, we can combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts. Combining account values can increase the asset total, which would result in your paying a reduced advisory fee based on the available breakpoints in our fee schedule stated above. We encourage you to reconcile your debited fees with the statement(s) you receive from the qualified custodian holding your account. If you find any inconsistent information between your fees and the statement(s) you receive from the qualified custodian, please call our main office number located on the cover page of this brochure. You can terminate the portfolio management agreement upon 30 days’ written notice. You will incur a pro rata charge for services rendered prior to the termination of the portfolio management agreement, which means you will incur advisory fees only in proportion to the number of days in the quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees. Financial Planning and Consulting Services BCWA charges an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives. An estimate of the total time/cost will be determined at the start of the advisory relationship. In limited circumstances, the cost/time could potentially exceed the initial estimate. In such cases, we will notify you in writing and request that you approve the additional fee. We also offer advice on single subject financial planning/general consulting services at the same hourly rate. At our discretion, we can offset our financial planning fees to the extent you implement the financial plan through our Portfolio Management Services. Our financial planning fees are negotiable and payable on completion of the contracted services. All fees and services will be provided in writing prior to any services being performed. You can terminate the financial planning agreement by providing 30 days’ written notice to our firm. Since fees are payable in arrears, you will be responsible for a prorated fee based on services performed. Selection of Other Advisers Advisory fees charged by TPMMs are included within the fee ranges set forth in the Portfolio Management Services section in this brochure. Advisory fees that you pay to the TPMM are established and payable in accordance with the brochure provided by each TPMM to whom you are referred. You should review the recommended TPMM's brochure and take into consideration the TPMM's fees which are in addition to our advisory fees in order to determine the total amount of fees and costs associated with this program. You are required to sign an agreement directly with the recommended TPMM(s). You can terminate your advisory relationship with the TPMM according to the terms of your agreement with the TPMM. You should review each TPMM's brochure for specific information on how you terminate your advisory relationship with the TPMM and how you would receive a refund, if applicable. You should contact the TPMM directly for questions regarding your advisory agreement with the TPMM. Additional Fees and Expenses As part of our investment advisory services to you, we do invest, or recommend that you invest, in mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds ... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure] |
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Item 7. Types of Clients BCWA offers investment advisory services to individuals, including high net worth individuals as well as Trusts and corporate accounts. In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we do waive this minimum account size on a case-by-case basis. For example, the minimum can be waived if you are planning to add significantly to your assets under management. We can also combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts to meet the stated minimum at our discretion |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 613 | 48.0 |
| (b) Individuals (high net worth individuals) | 206 | 164.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 212.4 |
| By Discretionary | ||
| Discretionary | 819 | 212.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 819 | 212.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.4 | |
| Total | 819 | 212.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
AO Wealth Advisory LLC
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IA | 213.2 M |
|
Cygnet Financial Planning Inc
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|
MI | 212.9 M |
|
Sensenig Capital Advisors Inc
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|
PA | 212.9 M |
|
Larry Mathis Financial Planning LLC
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|
AZ | 212.8 M |
|
Up Capital Management Inc
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|
212.6 M | |
|
Urban Wealth Management Group LLC
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|
212.5 M | |
|
Madrid Wealth Management LLC
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|
NM | 212.1 M |
|
Jamison Hanson Advisors LLC
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|
OR | 212.0 M |
|
Diamond Wealth Management LLC
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|
UT | 212.0 M |
|
Regatta Research & Money Management LLC
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|
LA | 211.5 M |