Broyhill Asset Management, LLC

RIASEC Registered

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 investment adviser (registered in 2021) organized as a limited liability company and owned by an individual. The firm operates as both an independent RIA and a hedge-fund manager, positioning itself as a capital allocator for high-net-worth individuals, families and institutional clients. Its advisory services cover separately managed accounts, pooled investment vehicles and investment companies, and the firm also performs manager selection for outside advisers. Fee arrangements include asset-based fees, performance-based fees and other fee types. The firm does not characterize itself as an active ESG investor.