# Bryant & Brannock, LLC.

> Bryant & Brannock, LLC. is a state-registered investment advisory firm in Durham, NC, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 148254
- Filed as: BRYANT & BRANNOCK, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148254
- AdvisorCensus page: https://advisorcensus.com/firm/bryant-and-brannock-llc-durham-nc-148254

## Quick answers

**How is Bryant & Brannock, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Bryant & Brannock, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bryant & Brannock, LLC. located?**
Bryant & Brannock, LLC.'s principal office is in Durham, NC, according to its Form ADV.

**Is Bryant & Brannock, LLC. registered with the SEC or a state?**
Bryant & Brannock, LLC. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148254.

**How much does Bryant & Brannock, LLC. manage?**
Bryant & Brannock, LLC. reports $62,910,302 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (38% discretionary).

**What types of clients does Bryant & Brannock, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Bryant & Brannock, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148254

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $62,910,302
- Discretionary: $23,886,546
- Non-discretionary: $39,023,756

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $38,270,745 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $24,639,557 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2008 (17 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bryant-brannock.com
- LinkedIn @bryant-investment-management-group-llc
- LinkedIn @billbryant-bryantandbrannock
- LinkedIn @karin-bryant-571a63180
- LinkedIn @mike-brannock-141362

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bryant & Brannock, LLC. (CRD 148254): Form ADV filing data as of October 2026.