Overview
Assets Under Management: $205 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 78
Average Client Assets: $1.2 million
Frequently Asked Questions
BROYHILL ASSET 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 #120462), BROYHILL ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BROYHILL ASSET MANAGEMENT, LLC is headquartered in CHARLOTTE, NC.
BROYHILL ASSET MANAGEMENT, LLC serves 78 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, BROYHILL ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BROYHILL ASSET MANAGEMENT, LLC manages $205 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, BROYHILL ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.01%
Average Client Assets: $1.2 million
Total Client Accounts: 91
Discretionary Accounts: 90
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 120462
Filing ID: 2072388
Last Filing Date: 2026-03-13 12:21:20