Bryan Advisory Services, LLC

Overview

Bryan Advisory Services, LLC is an individually owned limited liability company that registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional relationships, and it bills clients as a percentage of assets under management. Its advisory scope on filings includes portfolio management for individuals and small businesses and pension consulting services; at the same time the firm is not identified as a pension consultant in its registration fields. Bryan Advisory lists “Other Financial Product Salesperson” among its business activities and is not an active ESG investor. The firm is small and appears to operate under a single-state footprint. An industry affiliation on file indicates the firm is a sponsor of limited partnerships that explicitly exclude pooled investment vehicles, which suggests involvement with private-structure sponsorship rather than operating large pooled funds.

Assets & Accounts

Investments & Alternatives