Brixton Capital Wealth Advisors, Llc
- Regulatory AUM
- $212M
- Discretionary
- $212M
- Clients
- 819
- Avg AUM / client
- $259K
- Accounts
- 819
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Asset allocation (SMA assets by investment type)
as of Mar 06, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 613 | $48.0M | 22.6% |
| High net worth individuals | 206 | $164M | 77.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Perrone, Stephen, Joseph | Managing Member/ Ceo/ Chief Compliance Officer | Mar 2017 (9y) | 25% – 50% | |
| John Sullivan Perrone | Vice President Of Operations | Aug 2017 (9y) | 25% – 50% | |
| Stephen Joseph Perrone | Registered representative | Sep 2017 (9y) | ||
| William Robert Kemp | Registered representative | Oct 2017 (9y) | ||
| Albert Vincent Pette | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗