# Brandywine Oak Private Wealth LLC

> 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.

- CRD: 297021
- Filed as: BRANDYWINE OAK PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kennett Square, PA
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297021
- AdvisorCensus page: https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021

## Quick answers

**How is Brandywine Oak Private Wealth LLC compensated?**
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.

**Where is Brandywine Oak Private Wealth LLC located?**
Brandywine Oak Private Wealth LLC's principal office is in Kennett Square, PA, according to its Form ADV.

**Is Brandywine Oak Private Wealth LLC registered with the SEC or a state?**
Brandywine Oak Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297021.

**How much does Brandywine Oak Private Wealth LLC manage?**
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).

**How have Brandywine Oak Private Wealth LLC's assets and staff changed since 2021?**
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.

**What types of clients does Brandywine Oak Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (351); individuals (other than high net worth individuals) (156).

**Which custodians does Brandywine Oak Private Wealth LLC use?**
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.

**Does Brandywine Oak Private Wealth LLC report any disciplinary disclosures?**
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

**What changed in Brandywine Oak Private Wealth LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in RI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,571,774,383
- Discretionary: $1,571,774,383
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $71,887,368 |
| High net worth individuals | 351 | $1,499,887,015 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 15 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DE, FL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brandywineoak.com
- Facebook @brandywineoak
- Instagram @brandywineoakpw
- LinkedIn @brandywine-oak-private-wealth
- X @brandywine_oak
- YouTube @UCPXWczSh9TRUcvMVe7UKBMw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $855,928,980 | 10 | August 11, 2021 |
| October 2022 | $1,266,009,580 | 9 | April 8, 2022 |
| October 2023 | $1,183,628,982 | 12 | September 13, 2023 |
| October 2024 | $1,253,355,598 | 13 | July 12, 2024 |
| October 2025 | $1,405,262,024 | 13 | July 22, 2025 |
| October 2026 | $1,571,774,383 | 15 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in RI.

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brandywine Oak Private Wealth LLC (CRD 297021): Form ADV filing data as of October 2026.