The Breit Group, LLC
● SEC registered since 2025CRD 335020SEC# 801-132479Wrightsville Beach, NC
Reg. AUM
$131.6M
Employees
3
Accounts
146
Location
Wrightsville Beach, NC
The Breit Group, LLC assets under management
The Breit Group, LLC is an SEC-registered investment adviser based in Wrightsville Beach, NC. The firm has been registered since 2025. It reports $131.6 million in regulatory assets under management and employs 3 people.
The Breit Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Breit Corp Control | Owner | Over 75% | 2025 |
| Lauren Elizabeth Breitfeller Control | President And Chief Compliance Officer | Under 5% | 2025 |
| Michael Thomas Breitfeller Control | Investment Advisor | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does The Breit Group, LLC manage?
The Breit Group, LLC reports $131.6 million in regulatory assets under management on its Form ADV.
How many employees does The Breit Group, LLC have?
The Breit Group, LLC reports 3 employees.
Where is The Breit Group, LLC located?
The Breit Group, LLC is based in Wrightsville Beach, NC and has been SEC-registered since 2025.
Does The Breit Group, LLC disclose fund performance?
The Breit Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 96 W Salisbury St, Floor #3, Wrightsville Beach, NC 28480 |
| Phone | (704) 502-6069 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.6M▲ 29%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$131.6Mregulatory AUM
Discretionary $119.7MNon-discretionary $11.9M