Brixton Capital Wealth Advisors, LLC logo

Brixton Capital Wealth Advisors, LLC

Updated today

Client AUM

$212,388,530

Clients

819

Advisors

4

across 2 offices

About

Brixton Capital Wealth Advisors, LLC serves individuals (including high‑net‑worth clients), trusts and corporate accounts, managing about $212.4 million for roughly 819 clients through a four‑advisor team. The firm provides discretionary portfolio management, financial planning and consulting, and also recommends or uses third‑party money managers; advisors can also advise on variable and fixed annuities and other insurance products.

Brixton typically manages accounts on a discretionary basis and tailors strategies to client objectives, relying on sub‑advisers and model portfolios while allowing clients to impose written investment restrictions. Its investment approach uses a mix of analysis techniques (fundamental and charting), modern portfolio theory and long‑term allocations, and explicitly incorporates option writing, structured products and other derivatives among the instruments it may use, with custody primarily through Charles Schwab.

What distinguishes Brixton from many peers is that several of its advisors maintain broker‑dealer and insurance registrations (the brochure identifies affiliations with Western International Securities and LPL and multiple advisors licensed as insurance agents), so some personnel receive separate commission compensation in addition to advisory fees. The firm’s documented use of derivatives and options strategies within managed accounts and structured products is another feature the brochure emphasizes as part of its investment toolkit.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Options & derivatives strategies Real estate investing Annuities

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Fee options

Percentage

$0 - $3,000,000: 0.50% to 1.75% annually $3,000,000+: Negotiable

Commissions

Certain advisors earn commissions for securities and insurance products separate from advisory fees.

Project-based

$250 per hour for financial planning and consulting services, negotiable depending on scope and complexity.

Other

Account minimum: $100,000

Main office

See office

1305 Franklin Ave, Suite 300

Garden City NY 11530

Advisors at this office

3

Most active in

Arizona · California · Connecticut · Florida · Georgia · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia

Also doing business as

Brixton Capital Wealth Advisors, LLC · Finance

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Albert P

Series 63, Series 65

Garden City, NY

Brixton Capital Wealth Advisors, LLC

Albert Pette is a financial advisor at Brixton Capital Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business unrelated to finance. Brixton Capital Wealth Advisors, LLC serves individual, trust, and corporate clients, managing approximately $212.4 million across around 819 accounts. The firm employs a discretionary investment approach incorporating fundamental and technical analysis, modern portfolio theory, and options and derivatives strategies, while also utilizing third-party money managers and allowing client-imposed investment restrictions.

Options & derivatives strategies Real estate investing Annuities
user avatar

John P

Series 63, Series 66

Garden City, NY

Brixton Capital Wealth Advisors, LLC

John Perrone is a financial advisor at Brixton Capital Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. Perrone co-owns Good News Investors LLC, a non-investment-related business, and is a co-owner of Miles Parker Associates, LLC, a financial services recruiting firm. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate clients, managing approximately $212 million across around 819 accounts. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental and charting analysis, modern portfolio theory, and derivatives strategies.

Options & derivatives strategies Real estate investing Annuities
user avatar

Stephen P

Series 66

Garden City, NY

Brixton Capital Wealth Advisors, LLC

Stephen Perrone is a financial advisor at Brixton Capital Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services LLC, Strategic Advisers, Inc., and Northeast Securities. Outside of his advisory role, he is a 33% owner of Good News Investors LLC, a business that purchases and remodels homes to resell. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for about 819 clients through a team of four advisors. The firm typically manages accounts on a discretionary basis, using a mix of fundamental and technical analysis, modern portfolio theory, and incorporates options, structured products, and derivatives in its investment strategies.

Options & derivatives strategies Real estate investing Annuities
user avatar

William K

Series 63, Series 66

Land O Lakes, FL

Brixton Capital Wealth Advisors, LLC

William Kemp is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses with 42 years of industry experience. His career includes roles at Northeast Securities, Inc., Northeast Asset Management, Charles Rutenberg Realty, and Dalton Wade Real Estate Group, where he currently works as a licensed residential real estate sales agent. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for around 819 clients. The firm focuses on discretionary portfolio management and financial planning, utilizing a combination of fundamental and technical analysis, long-term allocations, and derivatives strategies.

Options & derivatives strategies Real estate investing Annuities
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