{ "crd_number": 297021, "slug": "brandywine-oak-private-wealth-llc-kennett-square-pa-297021", "primary_business_name": "BRANDYWINE OAK PRIVATE WEALTH LLC", "legal_name": "BRANDYWINE OAK PRIVATE WEALTH LLC", "dbas": [], "city": "Kennett Square", "state": "PA", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-07-20", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-07-14", "carried_forward": false, "raum_total": 1571774383.0, "raum_discretionary": 1571774383.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 15, "advisory_employees": 10, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 71887368.0, "count": 156 }, "high_net_worth_individuals": { "raum": 1499887015.0, "count": 351 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "CT", "DE", "FL", "LA", "MA", "MD", "NC", "NH", "NJ", "NY", "OH", "PA", "RI", "SC", "TN", "TX", "VA", "WA" ], "websites": [ "https://brandywineoak.com", "https://facebook.com/brandywineoak", "https://instagram.com/brandywineoakpw", "https://linkedin.com/company/brandywine-oak-private-wealth", "https://twitter.com/brandywine_oak", "https://youtube.com/channel/UCPXWczSh9TRUcvMVe7UKBMw" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297021", "city_as_filed": "KENNETT SQUARE", "url": "https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021", "display_name": "Brandywine Oak Private Wealth LLC", "summary": "Brandywine Oak Private Wealth LLC is an SEC-registered investment advisory firm in Kennett Square, PA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.", "citation": "AdvisorCensus. Brandywine Oak Private Wealth LLC (CRD 297021): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Brandywine Oak Private Wealth LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Brandywine Oak Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Brandywine Oak Private Wealth LLC located?", "a": "Brandywine Oak Private Wealth LLC's principal office is in Kennett Square, PA, according to its Form ADV." }, { "q": "Is Brandywine Oak Private Wealth LLC registered with the SEC or a state?", "a": "Brandywine Oak Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297021." }, { "q": "How much does Brandywine Oak Private Wealth LLC manage?", "a": "Brandywine Oak Private Wealth LLC reports $1,571,774,383 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)." }, { "q": "How have Brandywine Oak Private Wealth LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Brandywine Oak Private Wealth LLC: Regulatory assets under management: $855,928,980 in the October 2021 data and $1,571,774,383 in the October 2026 data, up 84%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Brandywine Oak Private Wealth LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (351); individuals (other than high net worth individuals) (156)." }, { "q": "Which custodians does Brandywine Oak Private Wealth LLC use?", "a": "Brandywine Oak Private Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Brandywine Oak Private Wealth LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297021" }, { "q": "What changed in Brandywine Oak Private Wealth LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Registered or notice-filed in RI." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 855928980.0, "total_employees": 10, "filing_date": "2021-08-11" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1266009580.0, "total_employees": 9, "filing_date": "2022-04-08" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1183628982.0, "total_employees": 12, "filing_date": "2023-09-13" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1253355598.0, "total_employees": 13, "filing_date": "2024-07-12" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1405262024.0, "total_employees": 13, "filing_date": "2025-07-22" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1571774383.0, "total_employees": 15, "filing_date": "2026-07-14" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Registered or notice-filed in RI." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 9 to 10.", "Regulatory assets under management went from $1,405,262,024 to $1,571,774,383 (+12%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 156, "fewer_than_5": false, "raum": 71887368.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 351, "fewer_than_5": false, "raum": 1499887015.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297021", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }