Broyhill Asset Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$205M

Discretionary

$204M

100% of AUM

Avg account

$2.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 120462
Registered since: July 23, 2021
Website: www.broyhillasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI47.01%
Investment Companies19.03%
Charitable Organizations18.95%
Pooled Investment Vehicles13.27%
Individuals1.74%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Broyhill Asset Management, LLC is an SEC-registered limited liability company operating as an independent registered investment adviser and hedge fund sponsor. The firm registered with the SEC in 2021 and is owned by an individual principal. It acts as a capital allocator to both private pooled vehicles it sponsors and to third‑party managers, and serves a mixed client base of high‑net‑worth individuals/families and institutional investors. Its fee arrangements include percentage‑of‑AUM charges as well as performance‑based compensation and other fee types, consistent with hybrid advisory and fund management activities. Advisory services listed on filings cover discretionary portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, institutional and business accounts, and selection of sub‑advisers. The firm does not identify as an active ESG investor and does not classify itself as a multi‑state adviser.