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Broyhill Wakin Capital Advisors, LLC (Lenoir)


Broyhill Wakin Capital Advisors, LLC is a large advisory firm based in Lenoir. It manages $64.11 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.

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Broyhill Wakin Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Broyhill Wakin Capital Advisors: assets under management

The assets under management (AUM) of Broyhill Wakin Capital Advisors, LLC is $64.11 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.46 million in discretionary accounts and $51.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.46 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Broyhill Wakin Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lenoir

The principal office where Broyhill Wakin Capital Advisors, LLC performs its advisory services is located at 800 Golfview Park, Lenoir, NC 28645 The mailing address of the firm is P.O. Box 500, Lenoir, NC 28645. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-758-6100 X 118 or by fax 828-758-8919. The normal business hours are 8:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at www.broyhillasset.com.


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