BRYAN ADVISORY SERVICES, LLC

Overview

Bryan Advisory Services, LLC is a small, SEC-registered LLC that began registration in 2019 and is owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, focusing on portfolio management for individuals, small businesses, and some pension consulting work. Its revenue model is fee-based, charging a percentage of assets under management, and it also engages in sales of other financial products. The firm identifies as a single-state adviser and lists an industry affiliation as a sponsor of limited partnerships that exclude pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives