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THE BREIT GROUP
Legal name: THE BREIT GROUP, LLC
CRD 335020File 801-132479
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$131.6M
Bottom 25% of cohort (national)
Discretionary AUM
$119.7M
Non-discretionary $11.9M
Clients
82
146 accounts
Employees
3
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 21, 2025
- Principal office
- 96 W SALISBURY ST, FLOOR #3, WRIGHTSVILLE BEACH, NC, 28480
- Phone
- (704) 502-6069
- Website
- http://www.thebreitgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.6M
- Discretionary AUM
- $119.7M
- Non-discretionary AUM
- $11.9M
- Discretionary accounts
- 138
- Non-discretionary accounts
- 8
- Total accounts
- 146
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $28.7M |
| Pension and profit sharing plans | 24 | $92.7M |
| Individuals (other than high net worth individuals) | 40 | $10.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.