BROYHILL ASSET MANAGEMENT, LLC

601 South Cedar St., Suite 200
Charlotte, North Carolina 28202
Tel: 828-610-5535

About BROYHILL ASSET MANAGEMENT, LLC

BROYHILL ASSET MANAGEMENT, LLC, formally registered with the SEC as BROYHILL ASSET MANAGEMENT, LLC. The firm was established in 07/23/2021. They have over 1 offices throughout the country.

BROYHILL ASSET MANAGEMENT, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $191,671,633 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120462
SEC#	801-121859
Assets Managed by Firm	$191,671,633
No. of Clients	83
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	83	$191,671,633
Individuals (other than high net worth individuals)	11	$3,816,149
High net worth individuals	68	$79,717,725
Charitable organizations	1	$35,059,968

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