BROAD REACH CAPITAL LLC

RIASEC RegisteredEst. 2024

Total AUM

$180M

Discretionary

$180M

100% of AUM

Avg account

$7.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 144686
Registered since: August 21, 2024
Website: broadreachpartnersllc.com
Custodians: PINNACLE FINANCIAL PARTNERS, EQUITY TRUST ADVISORS, INC., INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Insurance Companies95.36%
Corporations / Businesses3.08%
HNWI1.23%
Individuals0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Broad Reach Capital LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm is owned by an individual and lists its SEC registration year as 2024. Its client base spans high-net-worth individuals and families as well as institutional or business clients. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm bills clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. It does not identify as an active ESG investor and does not report serving as a capital allocator, pension consultant, or related adviser. Broad Reach maintains an industry affiliation with an insurance company.