BRC MANAGEMENT LLC

Overview

BRC Management LLC is an independent registered investment advisor that manages portfolios for both individual/family and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management and pension consulting. Its fee model is flexible, taking percentage-of-AUM engagements alongside hourly and fixed-fee arrangements, which allows it to serve a mix of relationship sizes and project types. Investment activity skews toward managed, discretionary accounts; the firm’s SEC filing shows all reported assets are discretionary. The asset mix indicates a conservative tilt, with a large portion held in cash and cash equivalents, suggesting an emphasis on liquidity and short-term capital preservation alongside client-specific portfolio mandates. BRC operates as a single-office independent RIA under individual ownership, focusing on hands-on portfolio oversight rather than acting as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices