Bryant & Brannock, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,270,745
Clients
122
Advisors
3
of 3 employees
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
Expertise
Occupation focus
Fee options
Typically $500 to $5,000 for financial planning and general consulting
$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
$100 to $250 per hour
Account minimum: $1,000,000 Fee-only: Hourly charges from $100 to $250 per hour; fixed fees typically $500 to $5,000
Main office
5315 Highgate Drive, Suite 105
Durham NC 27713
Advisors at this office
3
Most active in
North Carolina · Texas · Virginia
Also doing business as
Bryant & Brannock · Bryant & Brannock, LLC · Bryant & Brannock, LLC. · Bryant Investment Management Group · Bryant Investment Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
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.
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 designation with eight years of industry experience. She has been with Bryant & Brannock since 2017 and previously spent 14 years as a homemaker. Bryant & Brannock, LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate clients by providing pension consulting, financial planning, general consulting, and portfolio management services. The firm combines fundamental and technical analysis with long- and short-term trading and options strategies, guided by written Investment Policy Statements.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)