# BRC WEALTH MANAGEMENT, LLC

BRC WEALTH MANAGEMENT, LLC of CONCORD, NC is an SEC-registered investment adviser.

## Registration

- CRD: 306360
- Type: SEC-registered investment adviser
- SEC file number: 801-117838
- Location: 300 MCGILL AVE, NW STE, 200, CONCORD, NC, 28027
- Phone: 336-544-5827
- Latest filing: 2023-03-22
- Regulatory AUM: $157.0M
- Discretionary AUM: $157.0M
- Clients: 3
- Accounts: 343

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MCCLURE CAREY DAVID | CHIEF COMPLIANCE OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BOOTH JULIEN BINFORD | MEMBER; MEMBER/CEO | — |
| Coulter Dana | CHIEF COMPLIANCE OFFICER | — |
| Ripberger Kimberly | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306360/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306360/similar
- Related entities: https://search.stillhousedata.com/firm/306360/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306360

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.