Brevity & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,900,000
Total clients
81
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
81
Average account size
$233,333
About
Brevity & Associates works with individuals as well as a range of entities — including businesses, trusts, foundations and charitable organizations — providing discretionary portfolio management and standalone financial planning across retirement, estate, tax/cash‑flow, education and insurance matters. As with many independent advisers, it delivers investment management on an asset‑based fee basis and offers planning engagements on fixed‑fee or hourly terms.
The firm emphasizes equity‑focused allocations implemented through mutual funds, ETFs, individual stocks and bonds, and combines fundamental and technical analysis within a generally buy‑and‑hold framework while employing dollar‑cost averaging. It may also use options strategies, REITs and private placements to broaden diversification, and typically operates with discretionary trading authority to execute the agreed investment plan.
Noteworthy features include a principal who holds the CFP® designation and an MBA and who follows the CFP Board’s six‑step planning process for client engagements, reflecting an explicit planning framework alongside portfolio management. The firm’s occasional use of options and private placements and its stated willingness to advise a variety of client types (businesses, endowments, estates) are less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Private / alternative investments
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fees ranging from $500 to $3,000.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% Over $5,000,000+: Negotiable
Up to $200 per hour for financial planning services.
Fee-only: Financial planning fees range from $500 to $3,000 fixed fee or hourly up to $200/hour.
Main office location
Brevity & Associates
Franklinton NC, United States
Number of offices
1
Most active in
Brevity & Associates has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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