Overview
Assets Under Management: $157 million
Headquarters: CONCORD, NC
High-Net-Worth Clients: 293
Average Client Assets: $0.5 million
Frequently Asked Questions
BRC WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306360), BRC WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRC WEALTH MANAGEMENT, LLC is headquartered in CONCORD, NC.
BRC WEALTH MANAGEMENT, LLC serves 293 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, BRC WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BRC WEALTH MANAGEMENT, LLC manages $157 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, BRC WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 293
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.65%
Average Client Assets: $0.5 million
Total Client Accounts: 343
Discretionary Accounts: 343
Regulatory Filings
CRD Number: 306360
Filing ID: 1737326
Last Filing Date: 2023-03-22 16:36:00