Insights

Boutique Scale A small asset management firm with a lean team (2-10 employees) and revenue in the low millions presents an opportunity to offer scalable, low-friction outsourced services such as market data, compliance support, or outsourced CCO/operations to complement their core investment activities.

Value-Driven Growth Discretionary, value-oriented mandate and family-office heritage suggest receptiveness to partnership strategies, customized product solutions, and education around tax-efficient or niche index strategies to expand portfolio capabilities.

Strategic Stake Rx Recent quarter investment activity totaling around 800k in a Nuveen tax-free portfolio indicates ongoing research-driven allocations; potential upsell for enhanced fixed income, tax-efficient funds, or additional tactical allocation ideas.

Tech Enablement Utilizes a modern tech stack including AWS, HubSpot, WordPress, and analytics tools; opportunities exist to streamline investor reporting, CRM-driven outreach, and digital marketing services tailored to smaller asset managers seeking scale.

Competition Insight Operating alongside peers with significantly larger teams and assets under management; position for strategic partnerships or white-labeling services to accelerate product offerings and compliance infrastructure without disproportionate headcount growth.

Similar companies to Broyhill Asset Management

Broyhill Asset Management Tech Stack

Broyhill Asset Management uses 8 technology products and services including HubSpot Analytics, iCIMS, Amazon Web Services, and more. Explore Broyhill Asset Management's tech stack below.

Broyhill Asset Management's Email Address Formats

Broyhill Asset Management uses at least 1 email format:
Broyhill Asset Management Email FormatsExamplePercentage
First@broyhillasset.comJohn@broyhillasset.com
100%

Frequently Asked Questions

What is Broyhill Asset Management's phone number?

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You can contact Broyhill Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Broyhill Asset Management's official website and social media links?

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Broyhill Asset Management's official website is broyhillasset.com and has social profiles on LinkedIn.

How much revenue does Broyhill Asset Management generate?

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As of October 2026, Broyhill Asset Management's annual revenue is estimated to be $1M - $10M.

What is Broyhill Asset Management's SIC code and NAICS code?

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Broyhill Asset Management's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Broyhill Asset Management have currently?

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As of October 2026, Broyhill Asset Management has approximately 8 employees across 1 continents, including North America. Key team members include Chief Executive Officer: H. B. and Chairman: M. B. Explore Broyhill Asset Management's employee directory with LeadIQ.

What industry does Broyhill Asset Management belong to?

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Broyhill Asset Management operates in the Financial Services industry.

What technology does Broyhill Asset Management use?

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Broyhill Asset Management's tech stack includes HubSpot Analytics, iCIMS, Amazon Web Services, HubSpot Content Hub, WordPress, Modernizr, Piwik and Piwik PRO Core.

What is Broyhill Asset Management's email format?

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Broyhill Asset Management's email format typically follows the pattern of First@broyhillasset.com. Find more Broyhill Asset Management email formats with LeadIQ.

When was Broyhill Asset Management founded?

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Broyhill Asset Management was founded in 2011.
Broyhill Asset Management logo

Broyhill Asset Management

Financial ServicesNorth Carolina, United States2-10 Employees

Broyhill Asset Management is a boutique asset management firm in the financial services industry. It originated as a family office and is guided by a disciplined, value-oriented approach to investing. The company is based in Charlotte, North Carolina, and comprises a small team of professionals. More information about the firm is available on its website.

Within the asset management field, it operates as a boutique with a focused service posture and a value-driven investment philosophy. Its origins as a family office suggest an emphasis on long-term stewardship and tailored asset oversight, though the specific client base is not detailed in the provided information.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Broyhill Asset Management's revenue is estimated to be in the range of $1M - $10M

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