$89.6M Total AUM
$89.6M Disc. AUM
-- 3Y CAGR
1 Employees
109 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2012
- Office Locations
- 1
Office Locations
-- Windermere FL
About BRC Management LLC
BRC Management LLC is a Florida-based advisory firm providing portfolio management, comprehensive financial planning, and integrated wealth management for individuals and businesses. The team builds customized investment portfolios aligned to client goals and risk tolerance, with a focus on long-term value creation and disciplined oversight. Custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$89.6M AVG AUM / ADVISOR
$822.3K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PETER LYNN CHAMBERLAIN
Chief Compliance Officer, President
- CRD
- #821379
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,628,354 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,628,354 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing