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BROYHILL ASSET MANAGEMENT, LLC
CRD 120462File 801-121859
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$204.5M
Below cohort median (national)
Discretionary AUM
$204.3M
Non-discretionary $157K
Clients
91
91 accounts
Employees
6
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 23, 2021
- Principal office
- 601 SOUTH CEDAR ST., SUITE 200, CHARLOTTE, NC, 28202
- Phone
- 828-610-5360
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.5M
- Discretionary AUM
- $204.3M
- Non-discretionary AUM
- $157K
- Discretionary accounts
- 90
- Non-discretionary accounts
- 1
- Total accounts
- 91
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $38.9M |
| Charitable organizations | Fewer than 5 | $38.8M |
| High net worth individuals | 78 | $96.1M |
| Pooled investment vehicles | 2 | $27.1M |
| Individuals (other than high net worth individuals) | 9 | $3.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — TAMP MODEL AND DATA FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Mar 1, 2026 | Clients | 100 | 91 | decreased by9 |
| Mar 1, 2026 | AUM | $225,001,496 | $204,500,108 | decreased by$20,501,388 |
| Mar 1, 2026 | Accounts | 100 | 91 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 7 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 44 | 100 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $117,291,047 | $225,001,496 | increased by$107,710,449 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 86 | 100 | increased by14 |
| Apr 1, 2022 | Employees | 5 | 3 | decreased by2 |
| Apr 1, 2022 | Clients | 49 | 44 | decreased by5 |
| Apr 1, 2022 | AUM | $110,206,434 | $117,291,047 | increased by$7,084,613 |
| Apr 1, 2022 | Accounts | 99 | 86 | decreased by13 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROYHILL ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROYHILL ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.