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B•••••• R••• P•••••• W••••• LLC, CRD 322064
CHARLESTON, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| A••••• J•••• M••••• | n/a | Encinitas, CA | CHARLESTON, SC | 3 | 24 | 2 | no |
| S•••• A••• M••••••••• | Certified Financial Planner | CHARLESTON, SC | Carlsbad, CA | 2 | 20 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• R••• H••••••• L•• | Business | E | yes | 05/2022 | Jun 1, 2022 | Nov 12, 2024 |
| C••••••••• T•••••• E••••••• | Owner | E | yes | 07/2018 | Jun 1, 2022 | Nov 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B•••••• R••• C•••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | P•••••• funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 6, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $406M | $238M | 70.3% | $32.3M | 132.4% | 9 | 10 | 0 | 0 |
| no |
| C•••••••• D•• S••••••• | n/a | CHARLESTON, SC | 2 | 27 | 1 | yes |
| J•••• M•••••• T••••••• | n/a | Kirkland, WA | CHARLESTON, SC | 2 | 10 | 3 | no |
| J•••• B•••••• C•••••• | n/a | CHARLESTON, SC | 2 | 29 | 3 | no |
| J•••• E• C•••••• | n/a | Monroe, LA | CHARLESTON, SC | 1 | 11 | 1 | no |
| T••• J••• D••••••• | n/a | RANCHO SANTA MARGARITA, CA | CHARLESTON, SC | 1 | 17 | 5 | yes |
| B••••• M••••••• C••••••• | n/a | Carlsbad, CA | CHARLESTON, SC | 0 | 11 | n/a | no |
| J••• H••••• F•••••• | n/a | Mt Pleasant, SC | CHARLESTON, SC | 0 | 12 | 1 | no |
| CHIEF OPERATING OFFICER |
| Na |
| yes |
| 11/2022 |
| Mar 29, 2023 |
| Nov 12, 2024 |
| M•••••• A•••••• J•••• | Ceo | Na | yes | 09/2022 | Sep 1, 2022 | Nov 12, 2024 |
| T•••••••• J••••• m•••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2022 | Aug 17, 2022 | Nov 12, 2024 |
| C••••••••• T•••••• E••••••• | MANAGING MEMBER | Na | no | 05/2022 | Jun 1, 2022 | Nov 12, 2024 |
| S•••••••• C••••••••• D•• | Cio | Na | no | 12/2023 | Mar 22, 2024 | Nov 12, 2024 |
| $406M |
| $362M |
| 9 |
| 8 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 14, 2025 | $238M | $202M | 10 | 6 | 0 | n/a | n/a |
| 2023 | Mar 22, 2024 | $171M | $144M | 10 | 6 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $32.3M | $31.2M | 6 | 5 | 0 | n/a | n/a |