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BROAD REACH CAPITAL LLC
CRD 144686 · SEC 801-130959
1101 HAYNES ST, SUITE 213, RALEIGH, NC, 27604, United States
Phone
919-309-9325
Fax
919-309-9890
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.5M
Discretionary AUM
$180.5M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $586K |
| High net worth individuals | 6 | $2.2M |
| Insurance companies | 9 | $172.1M |
| Corporations/business entities | 4 | $5.6M |
States served
GA, MA, NC
All web addresses on file
Official SEC filing: View on IAPD