BREVITY & ASSOCIATES

BREVITY & ASSOCIATES is an SEC-registered investment adviser (CRD 306435). Regulatory assets under management: $18.9M.

Registration

• CRD: 306435
• Type: Registered investment adviser
• Phone: 919-670-5902
• Latest filing: 2026-01-16
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.3M
• Non-discretionary AUM: $630K
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306435 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search