Broadwing Capital Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Larkspur, CA. Its latest Form ADV filing, dated February 3, 2026, reports $148M in regulatory assets under management, 2 employees, and 66 accounts.
Assets Under Management
$148M
Employees
2
Offices
--
Total Clients
63
Primary office
LARKSPUR, CA
101 LARKSPUR LANDING CIRCLE, SUITE 221, LARKSPUR, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.2% of total clients.
Top client categories% of clientsClients
1
HNWI
76.2%
48
2
Individuals
23.8%
15
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 3, 2026
Discretionary85.7%
$127M
86% of total RAUM85.7%
Non-discretionary14.3%
$21M
14% of total RAUM14.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$148M
Total Accounts66
10Y AUM Change+$28M (+23.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee32:1
10Y Employee Change+1 (+100.0%)
* 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.