Brandywine Financial Group, Inc.
● SEC registered since 2021CRD 127344SEC# 801-120393
Reg. AUM
$135M
Employees
2
Accounts
443
Location
—
Brandywine Financial Group, Inc. assets under management
Brandywine Financial Group, Inc. is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $135 million in regulatory assets under management and employs 2 people.
Brandywine Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Noah Carota Control | President & Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Brandywine Financial Group, Inc. manage?
Brandywine Financial Group, Inc. reports $135 million in regulatory assets under management on its Form ADV.
How many employees does Brandywine Financial Group, Inc. have?
Brandywine Financial Group, Inc. reports 2 employees.
Does Brandywine Financial Group, Inc. disclose fund performance?
Brandywine Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 610-828-1155 |
| Fax | 484-602-2304 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1779506 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$135M▲ 36%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$135Mregulatory AUM
Discretionary $135M