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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2020
- Office Locations
- 1
Office Locations
About Brevity & Associates
Brevity & Associates is an independent RIA serving business owners and individuals with holistic financial planning, including business protection/growth/exit planning (e.g., key-person coverage and buy-sell structures), retirement/benefits design, and goal-based personal planning. Portfolios are commonly implemented with ETFs and mutual funds, with custody at Charles Schwab. The firm also publishes advisor commentary from Brian Marshburn.
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Investment Themes
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Owner & Executives
BRIAN KENNETH MARSHBURN
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #4769215
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,270,000 | -- |
| Non-Discretionary | $630,000 | -- |
| Total | $18,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,096,807,063 | 27.0% |
| Public Funds | $1,110,531,148 | 14.3% |
| Other | $862,020,682 | 11.1% |
| Cash | $2,477,338,715 | 31.9% |
| Equity - OTC | $1,219,254,478 | 15.7% |
| Total | $7,765,952,086 | 100.0% |