SourcingSourcing

THE BREIT GROUP, LLC

C41
CRD 335020·SEC 801-132479·WRIGHTSVILLE BEACH, NC
AUM
$131.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$395K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE BREIT GROUP, LLC
CRD
335020
SEC file #
801-132479
EIN
821306760
DBA names
The Breit Group

Economics

AUM
$131.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$102.2M → $131.6M▲ +29%
Client mix
Individuals Other40
Pension Profit Sharing Plans24
Individuals High Net Worth18

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
WRIGHTSVILLE BEACH NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
thebreitgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BREIT CORP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BREIT CORP
Breitfeller, Lauren, Elizabeth
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEBREITGROUP.COM
Rdap Domain Creation Date
2024-08-04T18:22:46Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
1,858,325
Form 5500 Compensation Trajectory 3y
20251,858,325
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
1,858,325
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001761755
Edgar Registered
Yes
Edgar Filing Count
33
Edgar First Filing Date
2019-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001580642-26-003153

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4797
Soi Zip Pct 200k Plus
0.3041
Soi Zip Returns 200k Plus
450
Soi Zip Total AGI
563,696
Fdic Zip Total Deposits
724,755,000
Fdic Zip Branch Count
25
Fdic Zip Top Banks
RBC Centura Bank
Centura Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Business
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Edgar EIN
821306760
Edgar Recent Filings
13F-HR2026-05-13 · 0001580642-26-003153
13F-HR2026-02-11 · 0001580642-26-000991
Fdic Zip Branches Raw
United Carolina BankWrightsville Beach, NC
Centura BankWrightsville Beach, NC
Fdic Zip HHI
2269.97
Fdic Zip Top Bank Share Pct
27.42
Fdic Zip Year
2014
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-04T18:22:46Z
Rdap Domain Last Changed
2025-08-05T16:02:39Z
Rdap Nameservers
Jermaine.ns.cloudflare.comJoyce.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,200
Returns290
Stub 2
AGI7,453
Returns200
Stub 3
AGI9,183
Returns150
Soi Zip Total Business Income
17,643
Soi Zip Total Cap Gains
187,200
Soi Zip Total Dividends
29,367
Soi Zip Total Returns
1,480
Trust Company Affiliate
No

People (2)

2
Breitfeller, Lauren, Elizabeth
IAR · Executive Officer · 2.5%
7534209
BREITFELLER, MICHAEL, THOMAS
IAR · Executive Officer · 2.5%
5716860