BROYLES ADVISORY, LLC

Overview

Broyles Advisory, LLC is an independent registered investment adviser operating as a small, owner-run capital allocator focused on individual, family and select institutional clients. The firm combines fee-based portfolio management and financial planning with the selection and oversight of third‑party managers, positioning itself to assemble multi-manager solutions rather than running large in-house product platforms. Investment preferences skew toward publicly traded equities as the primary allocation sleeve, supplemented by targeted allocations to alternative income and diversification strategies. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Broyles Advisory deploys a mix of percentage-of-AUM and fixed-fee arrangements, which supports both full discretionary portfolio programs and bespoke advisory assignments. As a capital allocator, the firm evaluates external fund managers for real estate and private credit exposure and integrates those third‑party managers into client portfolios where appropriate. Its advisory activities emphasize financial planning, portfolio management for individuals and small businesses, and manager selection services.

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