RIA Intel›Advisers›Maryland›BRC FINANCIAL PLANNING LIMITED LIABILITY COMPANY

BRC FINANCIAL PLANNING LIMITED LIABILITY COMPANY

Advisory

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$95K

across 44 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$0

Non-Discretionary AUM$4M

Discretionary %0%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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$4M

VENTUS WEALTH MANAGEMENT LLC

$4M

DALEY CAPITAL, INC

$4M

CALVERT SLOAN ADVISERS LLC

BETHESDA, MD

$4M

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