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| Keyboard |
| Broadwing Capital Advisors Inc
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|---|---|
| CRD # | 127513 |
| SEC # | 801-129735 |
| CIK # | |
| AUM | 148.0 M (2026-02-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-381-7555 |
| Address | 101 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 4.0 |
| (b) Individuals (high net worth individuals) | 48 | 123.0 |
| (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 | 21.0 |
| (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 | 66 | 148.0 |
| By Discretionary | ||
| Discretionary | 62 | 126.9 |
| Non-Discretionary | 4 | 21.1 |
| Total | 66 | 148.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.0 | |
| Total | 66 | 148.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arborfi Advisors LLC
✚
|
MI | 148.4 M |
|
Prestige Wealth Management Inc
✚
|
TX | 148.4 M |
|
Tax Efficient Asset Management Solution Inc
✚
|
CA | 148.3 M |
|
Skyline Financial Northwest LLC
✚
|
OR | 148.3 M |
|
Quorus Inc
✚
|
CT | 148.2 M |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 148.1 M |
|
AXIA Wealth Management Inc
✚
|
OR | 148.0 M |
|
Paller Financial Services Inc
✚
|
CO | 147.9 M |
|
GeoVest Advisors Inc
✚
|
NY | 147.9 M |
|
Fairfax Global Investment Management LLC
✚
|
147.7 M |