RIA Intelligence

BROAD REACH CAPITAL LLC

CRD #144686 SEC #801-130959 RALEIGH, NC 919-309-9325
SEC Registered
Total AUM
$126M
Discretionary
$126M
Employees
4
Clients
0
Accounts
30

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SYPHERS, SCOTT, AARONIMANAGING MEMBER/CCOE Control
SYPHERS, SCOTT, AARONIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Mar 13, 2025 REGISTERED

Notice Filings (3)

GA MA NC

Address

1101 HAYNES ST
SUITE 213
RALEIGH, NC 27604
United States
Phone: 919-309-9325