A complete list of active advisors currently associated with Broyhill Asset Management, LLC

Warmer can help you find a great advisor at Broyhill Asset Management, LLC or one who fits your needs even better.

Broyhill Asset Management, LLC is an SEC‑registered investment adviser that manages approximately $204.5 million in assets as of December 31, 2025 and provides discretionary portfolio management to individuals, trusts, foundations, institutions and private funds. The firm manages separately managed accounts and pooled vehicles, acts as investment manager and sponsor for private funds (including Broyhill Vitruvian Value, LP and the BAM Credit Opportunities Fund), and serves as investment manager to a closed‑end registered investment company used by the founding family office. BAM employs a value‑oriented, long‑term fundamental research approach that typically concentrates equity portfolios in a limited number of securities and may include allocations to external managers; the firm also uses option strategies (buying calls/puts and selling covered calls or cash‑collateralized puts) as part of portfolio management. Most client relationships are discretionary, though BAM manages legacy non‑discretionary SMA positions, provides subadvisory services and TAMP models, and conducts account reviews through its investment and SMA oversight functions. What distinguishes BAM from many peers is its active role as a sponsor and adviser to pooled investment vehicles and private funds that rely on Section 3(c)(1) exemptions, including multi‑class share structures with performance allocations and fund‑level incentive fee mechanics. The firm also manages a closed‑end investment company, provides lagged research/data services to third‑party managers for compensation, discloses trade‑timing allocation practices that can lead to different execution timing for pooled vehicles versus SMAs, and uses derivatives in SMAs—features that are relatively uncommon for similarly sized supported advisers.

To learn more about the advisors currently working at Broyhill Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.