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BP ASSET MANAGEMENT INC.

CHARLOTTE, NC · CRD 328276 · IAPD ↗ · 980-261-5233

$155.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
March 2026 — BP ASSET MANAGEMENT INC. (CHARLOTTE, NC) is newly SEC-registered with $155.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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