# The Breit Group

> The Breit Group is an SEC-registered investment advisory firm in Wrightsville Beach, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 335020
- Filed as: THE BREIT GROUP
- Legal name: The Breit Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wrightsville Beach, NC
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335020
- AdvisorCensus page: https://advisorcensus.com/firm/the-breit-group-wrightsville-beach-nc-335020

## Quick answers

**How is The Breit Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Breit Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does The Breit Group's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 1.2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Breit Group located?**
The Breit Group's principal office is in Wrightsville Beach, NC, according to its Form ADV.

**Is The Breit Group registered with the SEC or a state?**
The Breit Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335020.

**How much does The Breit Group manage?**
The Breit Group reports $131,625,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (91% discretionary).

**How have The Breit Group's assets and staff changed since 2025?**
In the Form ADV data for The Breit Group: Regulatory assets under management: $102,206,000 in the October 2025 data and $131,625,000 in the October 2026 data, up 29%. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Breit Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); pension and profit sharing plans (but not the plan participants or government pension plans) (24); high net worth individuals (18).

**Which custodians does The Breit Group use?**
The Breit Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Voya Financial Partners, LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Breit Group report any disciplinary disclosures?**
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/335020

**What changed in The Breit Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $102,206,000 to $131,625,000 (+29%). Registered or notice-filed in DC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: up to 1.2% of assets a year (the maximum the brochure states)

> Our fees are generally based on a percentage of the client’s assets under management with Breit, payable quarterly in arrears, based on the balance at the end of the prior quarter. Fees charged are negotiable but will not exceed 1.20% annually of assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Voya Financial Partners, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,625,000
- Discretionary: $119,689,000
- Non-discretionary: $11,936,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $10,171,000 |
| High net worth individuals | 18 | $28,727,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $92,727,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- google.com/search
- thebreitgroup.com
- Facebook @The-Breit-Group
- Instagram @thebreitgroup
- LinkedIn @michael-breitfeller-cfp-®-62ba5522

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,206,000 | 2 | July 14, 2025 |
| October 2026 | $131,625,000 | 3 | March 25, 2026 |

Regulatory assets under management: $102,206,000 in the October 2025 data and $131,625,000 in the October 2026 data, up 29%.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $102,206,000 to $131,625,000 (+29%).
- Registered or notice-filed in DC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Breit Group (CRD 335020): Form ADV filing data as of October 2026.