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THE BREIT GROUP

WRIGHTSVILLE BEACH, NC · CRD 335020 · IAPD ↗ · thebreitgroup.com · (704) 502-6069

$131.6MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — THE BREIT GROUP notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — THE BREIT GROUP reported RAUM up 29% ($102.2M -> $131.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
August 2025 — THE BREIT GROUP notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — THE BREIT GROUP (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.