Broadwing Capital Advisors, Inc.

Broadwing Capital Advisors provides discretionary portfolio management, financial planning, and non‑discretionary retirement‑plan advice to individuals, trusts, families and employer‑sponsored plans. The firm is a small, SEC‑registered adviser managing roughly $148 million in client assets for about 60 clients with a two‑person advisory team.

Its investment program is organized around two primary model suites: the BCA Flexible series, which blends low‑cost ETFs with tactically managed open‑ and closed‑end mutual funds, and the BCA Dividend Payers strategy, a buy‑and‑hold portfolio of roughly 28–30 dividend‑paying stocks identified through fundamental screening. Broadwing emphasizes manager due diligence and low turnover for funds, relying on third‑party research sources such as Morningstar, AdvisorIntelligence, Seeking Alpha and Dividend.com, and will customize accounts with individual equities, private REITs or annuity subaccounts when appropriate.

The brochure discloses no material outside affiliations, but it notes operational links to insurance‑custodied annuity subaccounts (for example, Protective Life for certain prior Great West/Empower products and Nationwide for other annuity subaccounts) and the firm offers fee‑based access to variable annuities and non‑publicly traded real estate investments. Broadwing’s operational practices—directly debiting fees, handling standing transfer authorizations, occasionally purchasing illiquid client securities under narrow conditions, and reimbursing custodial transaction costs for larger households—distinguish its service and custody profile from many peers.