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- Custodian
- Ascensus · Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-08-2008
- Office Locations
- 1
Office Locations
About Bryant & Brannock, Llc.
Bryant & Brannock is a Durham, NC advisory firm serving individuals and families with financial planning, insurance, and investment advice, and supporting public and private businesses with selection and ongoing management of employee benefit and retirement plans, including help meeting fiduciary responsibilities. Led by CFP Bill Bryant, the team emphasizes an independent, client-centered approach and access to alternative investments when appropriate.
Reported data analysis
What the numbers show
Of the latest reported AUM, 38.0% is discretionary and 62.0% is non-discretionary.
The firm reports 3 advisory representatives and 131 clients, or 43.7 clients per representative. That equates to $480.2K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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The full Bryant & Brannock, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM HARVEY BRYANT JR
Managing Partner
- CRD
- #4320326
- Ownership
- 75% or more
MICHAEL ARTHUR BRANNOCK
Financial Advisor, General Partner, PARTNER
- CRD
- #2957099
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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KARIN BEHE BRYANT
Financial Advisor, General Partner
- CRD
- #5717735
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,886,546 | -- |
| Non-Discretionary | $39,023,756 | -- |
| Total | $62,910,302 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bryant & Brannock, Llc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.