FRYAR FINANCIAL

Overview

Fryar Financial is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a mix of individual, family and institutional clients. Its advisory model combines percentage-of-AUM and fixed fees, and the firm currently reports no discretionary AUM — its assets are managed on a non-discretionary basis, which points to an advisory relationship where clients retain final trading authority. Investment activity shows a clear tilt toward public equities, with exchange-traded equities comprising the largest share of assets. Fryar Financial supplements equity exposure with third‑party alternative strategies and conventional pooled products, using mutual funds and annuities where suitable for client objectives. The firm does not present itself as an ESG-focused investor.

Assets & Accounts

Investments & Alternatives

Location & Offices