BROYHILL ASSET MANAGEMENT, LLC

CRD 120462 · SEC 801-121859

Visit website

601 SOUTH CEDAR ST., SUITE 200, CHARLOTTE, NC, 28202, United States

Phone

828-610-5360

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$204.5M

Discretionary AUM

$204.3M

Team

6 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; TAMP MODEL AND DATA FEES

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPROVIDING INVESTMENT MODELS TO CERTAIN TAMP PLATFORMS

Client types

Type	Clients	AUM
Individuals	9	$3.6M
High net worth individuals	78	$96.1M
Investment companies	1	$38.9M
Pooled investment vehicles	2	$27.1M
Charitable organizations	1	$38.8M

States served

NC, TX

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/BROYHILL-ASSET-MANAGEMENT/
HTTPS://WWW.BROYHILLASSET.COM

Official SEC filing: View on IAPD