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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brandywine Oak Private Wealth have?","answer":"Brandywine Oak Private Wealth has 10 investment adviser representatives registered with state securities authorities, out of 15 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brandywine Oak Private Wealth invest in?","answer":"At the end of its last fiscal year, Brandywine Oak Private Wealth’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% state and local bonds, 5% pooled vehicles (private funds and similar), 4% cash and equivalents and 2% other. 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