Broadwing Capital Advisors, Inc.

Broadwing Capital Advisors, Inc. (CRD# 127513) is a financial advisory firm headquartered in Mill Valley, CA. They manage $63,800,000 in 348 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $183,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Broadwing Capital Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kelly D. Kane
CRD#: 1428717
18 E Blithedale Avenue, Suite 22, Mill Valley, CA 94941
96
Wealthminder
score

Kelly Kane (CRD# 1428717) is an Investment Advisor Representative working at Broadwing Capital Advisors, Inc. in Mill Valley, CA and has over 20 years of experience in the finance industry. Kelly Kane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bryan O. Costello
CRD#: 2944447
1752 Lincoln Ave., San Rafael, CA 94901
93
Wealthminder
score

Bryan Costello (CRD# 2944447) is an Investment Advisor Representative working at Broadwing Capital Advisors, Inc. in San Rafael, CA and has over 18 years of experience in the finance industry.

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