KANBRICK LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $362.2M |
| Discretionary | $362.2M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $362.2M |
| Employees | 8 |
| Peak AUM | $362.2MMar 2026 |
| AUM CAGR | +31.3% /yrover 2 yrs · 8 filings |
AUM by Client Type
Total AUM
$362M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $362M | +29.3% | +31.3% | — | |
| Discretionary AUM | $362M | ||||
Key Metrics
| Total AUM | $362.2M |
| Discretionary | $362.2M |
| Employees | 8 |
| Client Accounts | 1 |
Contact & Location
Address
1901 ROXBOROUGH RD
CHARLOTTE NC 28211
Phone
872-225-2249
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$362M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm