Bryant & Brannock, LLC

RIASEC Registered

Total AUM

$62.9M

Discretionary

$23.9M

38% of AUM

Avg account

$344K

Accounts

183

Employees

Advisory reps

Firm details

Headquarters: Durham, North Carolina
CRD number: 148254
Website: www.bryant-brannock.com
Custodians: CHARLES SCHWAB & CO., INC., T. ROWE PRICE INVESTMENT SERVICES, INC., ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals60.83%
Pension & Profit Sharing Plans39.17%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bryant & Brannock, LLC is an independent, individual-owned registered investment adviser that serves both individual/family and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting alongside insurance brokerage activities. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. Bryant & Brannock does not market itself as a multi-state adviser or an active ESG investor, and it does not act as a capital allocator.