A Winning Relationship

Charles Schwab & Co., Inc.

Brixton Capital Wealth Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. 

Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.  Schwab has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.

By using Schwab as primary custodian, Brixton Capital Wealth Advisors has access to a wide range of products and services that help us serve our clients, including: 

  • Full range of investment products and trading services

  • Technology and service support

  •  Wide array of investment account types including retirement accounts, charitable giving, and education accounts

  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments. 

  • Separately managed account services for those who want to

  • leverage the expertise of institutional­ caliber money managers who specialize in particular investment styles.        

  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

The Charles Schwab Corporation is one of the nation's leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. 

The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Financial results and more information about The Charles Schwab Corporation's business and financial condition can be viewed at any time at www.aboutschwab.com.

Providing asset safety to your account is of the utmost importance.
Schwab Alliance carries one of the strongest in the industry.

 

Click here to see the protection you're afforded through Schwab Alliance.

ASSET PROTECTION

For additional information about Brixton Capital Wealth Advisors, including fees and services provided, please CONTACT US 
or refer to the Investment Adviser Public Disclosure WEBSITE.

 

Please read the disclosure statement carefully before you invest or send money. To read our Form ADV, please click the following links: Brixton Capital Wealth Advisors ADV and ADV Part 2 brochure.

DISCLOSURE INFORMATION

PRIVACY POLICY

 

Our commitment to privacy: Brixton Capital Wealth Advisors has a standing policy of protecting the confidentiality and security of information we collect about our clients.

 

Online Privacy Notice:

BCWA takes its responsibility to maintain the confidentiality of information that it receives from its clients and prospective clients very seriously. Accordingly, parties should know that when visiting the BCWA website, one is not required to provide any personal information. Further Information: We reserve the right to change this Privacy Policy. The examples contained within this Privacy Policy are illustrations and they are not intended to be exclusive.

 

This notice complies with Federal law and SEC regulations regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.

 

Customer complaints may be directed to Brixton Capital Wealth Advisors, 1305 Franklin Ave., Suite 300, Garden City, NY 11530 or by phone: 516.222.5300.

Questions concerning this privacy policy may be directed to us by calling: 516.222.5300 or via email: info@brixtonwealth.com 

 

For additional information, please consult our complete Privacy Policy PDF.

These materials have been independently produced by Brixton Capital Wealth Advisors.  Brixton Capital Wealth Advisors is independent of and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab''). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Brixton Capital Wealth Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.