Broyhill Asset Management, LLC
Broyhill Asset Management, LLC is an SEC-registered wealth manager in Charlotte, NC with $204.5M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Broyhill Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120462, SEC 801-121859, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $204.5M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 6
- Clients
- 90
- CRD
- 120462
- Ownership
- WAKIN, DANNY, JOE; BROYHILL, MARKHAM, HUNT; CLARK, JEFFREY, WAYNE; HENSEN, MICHAEL, REVEN; MINGES, KYLE, ANDREW
How much AUM does Broyhill Asset Management, LLC have?
Broyhill Asset Management, LLC reported $204.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Broyhill Asset Management, LLC?
Disclosed owners and executives of Broyhill Asset Management, LLC include WAKIN, DANNY, JOE, BROYHILL, MARKHAM, HUNT, CLARK, JEFFREY, WAYNE, HENSEN, MICHAEL, REVEN, MINGES, KYLE, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.