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BROADWING CAPITAL ADVISORS, INC.

CRD 127513 · SEC 801-129735

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101 LARKSPUR LANDING CIRCLE, SUITE 221, LARKSPUR, CA, 94939, United States

Phone

415-381-7555

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$148.0M

Discretionary AUM

$126.9M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals15$4.0M
High net worth individuals48$123.0M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD