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KANBRICK LLC

CHARLOTTE, NC · CRD 309288 · IAPD ↗ · 872-225-2249

$362.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — KANBRICK LLC reported RAUM up 29% ($280.1M -> $362.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2025 — KANBRICK LLC moved its main office from NASHVILLE, TN to CHARLOTTE, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
April 2025 — KANBRICK LLC reported RAUM up 25% ($223.3M -> $280.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
27
April 2024 — KANBRICK LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.