RIA Intel›Advisers›North Carolina›BREVITY & ASSOCIATES, LLC

BREVITY & ASSOCIATES, LLC

Advisory

NC

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$130K

across 145 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$18M

Non-Discretionary AUM$630K

Discretionary %96.7%

Total Clients81

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

81 clients

12 high-net-worth

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

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

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3A FINANCIAL GROUP, LLC

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FRYAR FINANCIAL, LLC

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CARRINGTON FINANCIAL PLANNING, LLC

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