Investment adviser · CRD 144686
BROAD REACH CAPITAL LLC
Investment adviser filing (IA)
RALEIGH, NC, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $180M Form ADV · Item 5.F
- Client accounts
- 25 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | 9 | $172,102,250 | 95.4% |
| Corporations & businesses | Fewer than 5 | $5,556,410 | 3.1% |
| High-net-worth individuals | 6 | $2,224,777 | 1.2% |
| Individuals | Fewer than 5 | $586,025 | 0.3% |
Filing source
Form ADV 2104707 · May 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1101 HAYNES ST, SUITE 213RALEIGH, NC, 27604, United States
CRD 144686
Filing source
Form ADV 2104707 · May 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.