A complete list of active advisors currently associated with Bryant & Brannock, LLC
Warmer can help you find a great advisor at Bryant & Brannock, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Bryant & Brannock, 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.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 28
| |
Durham, NC
| 7
| |
Durham, NC
| 25
|
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