{
  "crd_number": 309288,
  "slug": "kanbrick-llc-charlotte-nc-309288",
  "primary_business_name": "KANBRICK LLC",
  "legal_name": "KANBRICK LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-26",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-29",
  "carried_forward": false,
  "raum_total": 362244319.0,
  "raum_discretionary": 362244319.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 362244319.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "TN"
  ],
  "websites": [
    "https://kanbrick.com",
    "https://linkedin.com/company/kanbrick",
    "https://x.com/kanbrick1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309288",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/kanbrick-llc-charlotte-nc-309288",
  "display_name": "Kanbrick LLC",
  "summary": "Kanbrick LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.",
  "citation": "AdvisorCensus. Kanbrick LLC (CRD 309288): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Kanbrick LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kanbrick LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Kanbrick LLC located?",
      "a": "Kanbrick LLC's principal office is in Charlotte, NC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Kanbrick LLC registered with the SEC or a state?",
      "a": "Kanbrick LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 309288."
    },
    {
      "q": "How much does Kanbrick LLC manage?",
      "a": "Kanbrick LLC reports $362,244,319 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kanbrick LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Kanbrick LLC: Regulatory assets under management: $196,250,000 in the October 2023 data and $362,244,319 in the October 2026 data, up 85%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kanbrick LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Kanbrick LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309288"
    },
    {
      "q": "What changed in Kanbrick LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $280,077,831 to $362,244,319 (+29%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-08-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 196250000.0,
      "total_employees": 6,
      "filing_date": "2023-06-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 223267500.0,
      "total_employees": 6,
      "filing_date": "2024-05-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 280077831.0,
      "total_employees": 8,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 362244319.0,
      "total_employees": 8,
      "filing_date": "2026-03-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $280,077,831 to $362,244,319 (+29%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/kanbrick-llc-charlotte-nc-309288.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 362244319.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309288",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}