Brandywine Financial Group, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 19, 2026, reports $135M in regulatory assets under management, 2 employees, and 443 accounts.
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
153
2
HNWI
26.1%
55
3
Pension Plans
1.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 19, 2026
Discretionary100.0%
$135M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$135M
Total Accounts443
10Y AUM Change+$33M (+32.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee106:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.