Brixton Capital Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters.
Brixton Capital Wealth Advisors reports 819 clients. They include 613 individual clients and 206 high-net-worth individuals. Of its assets, 100.0% ($212M across 819 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 23% |
| High-net-worth individuals | 25% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 613 | $48M | 22.6% | $78.3K |
| High-net-worth individuals | 206 | $164M | 77.4% | $798K |
| Total | 819 | $212M | 100% | $259K |
- Clients
- 613
- Regulatory AUM
- $48M
- AUM share
- 22.6%
- Avg. per client
- $78.3K
- Clients
- 206
- Regulatory AUM
- $164M
- AUM share
- 77.4%
- Avg. per client
- $798K
Total
- Clients
- 819
- Regulatory AUM
- $212M
- AUM share
- 100%
- Avg. per client
- $259K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Brixton Capital Wealth Advisors charges 0.50%–1.75% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are charged at an hourly fee of $250, negotiable and payable in arrears on completion of the contracted services.
Stephen Perrone owns 25% to 50% of Brixton Capital Wealth Advisors. The leadership team of Brixton Capital Wealth Advisors includes President Stephen Perrone and Chief Compliance Officer Stephen Perrone. It has 7 employees, 4 of them in advisory roles.
Leadership
- Stephen PerronePresident
- John PerroneVice President of Operations
- Stephen PerroneManaging Member/ Founder / Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 5 insurance agents
- Owns 25% to 50% of Brixton Capital Wealth Advisors, LLC
Stephen Perrone
Control person · since March 2017
- Owns 25% to 50% of Brixton Capital Wealth Advisors, LLC
John Perrone
Control person · since August 2017
Brixton Capital Wealth Advisors’ regulatory assets grew from $162M (March 2021) to $212M (March 2026); clients rose from 341 to 819 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $212M | 819 | 7 | 1 |
| July 2025 | $177M | 729 | 5 | 1 |
| March 2024 | $146M | 604 | 5 | 1 |
| March 2023 | $116M | 515 | 6 | 1 |
| March 2022 | $183M | 452 | 6 | 1 |
| March 2021 | $162M | 341 | 6 | 2 |
Besides its headquarters, Brixton Capital Wealth Advisors has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 1305 Franklin Ave, Suite 300, Garden CityHQ
Contact and registration details
- Legal name
- Brixton Capital Wealth Advisors, LLC
- Headquarters
- 1305 Franklin Ave, Suite 300, Garden City, NY 11530
- Website
- Not reported
- Phone
- 516-222-5300
- SEC file
- 801-110811
- Structure
- New York LLC
- Fiscal year end
- December
Brixton Capital Wealth Advisors does not have custody of client assets.
At year end, Brixton Capital Wealth Advisors’ separately managed accounts were mostly in stocks (79%) and cash (14%).
What the accounts hold
- Stocks79%
- Bonds7%
- U.S. government and agency bonds4%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash14%
How many clients does Brixton Capital Wealth Advisors have?
Brixton Capital Wealth Advisors has 819 clients and manages $212 million for them, as of March 2026. They include 613 individual clients and 206 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Brixton Capital Wealth Advisors offer?
Brixton Capital Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Brixton Capital Wealth Advisors charge?
Brixton Capital Wealth Advisors charges 0.50%–1.75% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
How many financial advisors does Brixton Capital Wealth Advisors have?
Brixton Capital Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 5 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
What does Brixton Capital Wealth Advisors invest in?
At the end of its last fiscal year, Brixton Capital Wealth Advisors’ separately managed accounts held 79% exchange-traded equities, 14% cash and equivalents, 4% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brixton Capital Wealth Advisors?
Brixton Capital Wealth Advisors’ direct owners are Stephen Perrone and John Perrone, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Brixton Capital Wealth Advisors get paid?
Brixton Capital Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Brixton Capital Wealth Advisors?
Brixton Capital Wealth Advisors’ main office is at 1305 Franklin Ave, Suite 300, Garden City, NY 11530. Its phone number is 516-222-5300.