Brixton Capital Wealth Advisors LLC

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Brixton Capital Wealth Advisors LLC
CRD #288810
SEC #801-110811
CIK #
AUM 212.4 M (2026-03-06)
Employees 7 (57% Investors, 14% Brokers)
Fees
Minimum
Phone516-222-5300
Address1305 Franklin Ave
Garden City, NY 11530
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002010201520212027
Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure]
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]
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)
ServesInstitutional, Retail, Research
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