Bryant & Brannock, LLC

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Client assets under management

$38,270,745

Clients

122

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$313,695

About

Bryant & Brannock, LLC serves individuals (including high‑net‑worth individuals), pension and profit‑sharing plans, and corporate clients, offering pension consulting, financial planning, general consulting, and both discretionary and non‑discretionary portfolio management. The firm’s pension services include Investment Policy Statement preparation, selection and monitoring of investment vehicles, and participant education workshops for self‑directed plans.

The firm describes its investment process as a combination of fundamental and technical analysis and uses long‑term and short‑term trading as well as options strategies, with written IPSs guiding monitoring and implementation. As of 3/19/2026 the brochure reports $23,886,546 in discretionary assets and $39,023,756 in non‑discretionary assets, indicating a larger share of client assets managed on a non‑discretionary basis where clients retain approval for trades.

Distinctive features disclosed in the brochure include that the firm’s investment adviser representatives may also be licensed to sell insurance products, may receive related commissions and 12b‑1 fees (which the firm says will be disclosed and may be offset against advisory fees), and that such related activities can consume up to 50% of an adviser’s time. The brochure also notes that the firm does not accept custody of client assets and does not vote client proxies, leaving execution, custody and proxy voting to clients and their custodians.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Typically $500 to $5,000 for financial planning and general consulting

Percentage

$0 - $999,999: .50% $1,000,000 - $4,999,999: .40% $5,000,000 - $9,999,999: .30% $10,000,000 - $19,999,999: .20% $20,000,000+: Negotiable

Project-based

$100 to $250 per hour

Other

Account minimum: $1,000,000 Fee-only: Hourly charges from $100 to $250 per hour; fixed fees typically $500 to $5,000

Main office location

Bryant & Brannock, LLC

5315 Highgate Drive, Suite 105

Durham NC 27713, United States

Number of offices

Most active in

North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 919-493-4614

Advisors at this firm

Michael B

Series 63, Series 65

Durham, NC

Bryant & Brannock, LLC

Michael Brannock is a financial advisor at Bryant & Brannock, LLC in Durham, NC, with 28 years of industry experience. He has been with Bryant & Brannock since 2010 and previously worked at H. Beck, Inc. from 2010 to 2017. He holds Series 63 and Series 65 licenses and is also licensed to sell life and long-term care insurance, occasionally providing insurance quotes as part of his financial planning services. Bryant & Brannock serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering pension consulting, financial planning, general consulting, and portfolio management. The firm employs both fundamental and technical analysis with a range of investment strategies, managing a mix of discretionary and non-discretionary accounts.

Options & derivatives strategies Retired Founder/Business Owner

Karin B

Series 65

Durham, NC

Bryant & Brannock, LLC

Karin Bryant is a financial advisor at Bryant & Brannock, LLC in Durham, NC, holding a Series 65 credential with seven years of industry experience. She has been with Bryant & Brannock since 2017 and was previously a homemaker for 14 years. Bryant & Brannock provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering financial planning, pension consulting, and portfolio management. The firm employs both fundamental and technical analysis, including options strategies, and manages a substantial portion of non-discretionary accounts while providing investment policy statements and monitoring.

Options & derivatives strategies Retired Founder/Business Owner

William B

CFP®, Series 66

Durham, NC

Bryant & Brannock, LLC

William Bryant is a CFP® with 25 years of industry experience. He has been a principal at Bryant & Brannock, LLC since 2008 and previously worked at H. Beck, Inc. from 2008 to 2017. Outside of his advisory role, he is the owner of Harvey Bryant Music & Art, where he creates and sells original compositions and artwork. Bryant & Brannock provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers a range of services including pension consulting, financial planning, and portfolio management, utilizing both fundamental and technical analysis with an emphasis on options strategies.

Options & derivatives strategies Retired Founder/Business Owner

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