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Broadwing Capital Advisors, Inc.

● SEC registered since 2024CRD 127513SEC# 801-129735Larkspur, CA
Export (members)
Reg. AUM
$126.4M
Employees
2
Accounts
268
Location
Larkspur, CA

Broadwing Capital Advisors, Inc. assets under management

Broadwing Capital Advisors, Inc. is an investment advisory firm registered with the SEC based in Larkspur, CA. The firm has been registered since 2024. It reports $126.4 million in regulatory assets under management and employs 2 people.
www.broadwingcapital.comView on SEC.gov ↗

Broadwing Capital Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kelly Douglas Kane ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Broadwing Capital Advisors, Inc. manage?

Broadwing Capital Advisors, Inc. reports $126.4 million in regulatory assets under management on its Form ADV.

How many employees does Broadwing Capital Advisors, Inc. have?

Broadwing Capital Advisors, Inc. reports 2 employees.

Where is Broadwing Capital Advisors, Inc. located?

Broadwing Capital Advisors, Inc. is based in Larkspur, CA and has been SEC-registered since 2024.

Does Broadwing Capital Advisors, Inc. disclose fund performance?

Broadwing Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Larkspur Landing Circle, Suite 221, Larkspur, CA 94939
Phone415-381-7555
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.9M
Non-discretionary$17.5M
Total (RAUM)$126.4M