BRC INVESTMENT MANAGEMENT, LLC

GREENWOOD VILLAGE, Colorado·2 registered advisors·CRD# 135061

SEC# 801-64182303-414-1100

01

Firm Overview

AUM

$879M

Regulatory assets under management

Employees

12

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at BRC INVESTMENT MANAGEMENT, LLC

2 registered advisors

John David Durie

GREENWOOD VILLAGE, Colorado

Sharon Lee Ward

GREENWOOD VILLAGE, Colorado

05

Office Locations

GREENWOOD VILLAGE, Colorado

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Data sourced from SEC Form ADV filings. BRC INVESTMENT MANAGEMENT, LLC (CRD# 135061) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.