BRC Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 159827
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.65%
- Individuals15.9%
- Corporations / Businesses14.52%
- Charitable Organizations5.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
BRC Management LLC is an independent, privately owned limited liability advisory firm registered in Florida. The firm serves both individual and family clients as well as institutional and small-business sponsors. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fees are charged via a mix of percentage of assets under management, hourly billing, and fixed-fee arrangements. The firm is not identified as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents36%
- Public Funds/Mutual Funds32%
- Investment Grade Corp Bonds16%
- Non-Exchange Traded Equities13%
- Other2%
Contacts
1 of 1
Peter Chamberlain
PresidentCRD 821379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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