WRIGHTSVILLE BEACH, NCCRD 335020Latest ADV March 25, 2026
The Breit Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wrightsville Beach, NC. Its latest Form ADV filing, dated March 25, 2026, reports $132M in regulatory assets under management, 3 employees, and 146 accounts.
Assets Under Management
$132M
Employees
3
Offices
--
Total Clients
82
Primary office
WRIGHTSVILLE BEACH, NC
96 W SALISBURY ST, FLOOR #3, WRIGHTSVILLE BEACH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.8% of total clients.
Top client categories% of clientsClients
1
Individuals
48.8%
40
2
Pension Plans
29.3%
24
3
HNWI
22.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 25, 2026
Discretionary90.9%
$120M
91% of total RAUM90.9%
Non-discretionary9.1%
$12M
9% of total RAUM9.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts146
10Y AUM Change+$132M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.