BRC WEALTH MANAGEMENT, LLC
CRD #306360 SEC #801-117838 CONCORD, NC 336-544-5827
SEC Registered
Total AUM
$157M
Discretionary
$157M
Employees
3
Clients
0
Accounts
343
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Mar 22, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Coulter, Dana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Coulter, Dana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Coulter, Dana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Coulter, Dana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCLURE, CAREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCLURE, CAREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ripberger, Kimberly | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | SOLE MEMBER | E | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | SOLE MEMBER | E | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BERNARD ROBINSON & COMPANY LLP | DE | MEMBER | D | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | C | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | C | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER | C | |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | C | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | C | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| BOOTH, JULIEN, BINFORD | I | MEMBER/CEO | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MCCLURE, CAREY, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 22, 2023 REGISTERED
Notice Filings (2)
MO NC
Address
300 MCGILL AVENW STE, 200
CONCORD, NC 28027
United States
Phone: 336-544-5827