MCBRYAR ADVISORY SERVICES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
BAY MINETTE, Alabama
CRD number
149871
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Mcbryar Advisory Services, Inc. positions itself as a capital allocator and selector of outside advisers rather than a traditional, full-service asset manager. The firm’s core activity is identifying and allocating client capital to third-party managers, with a fee model listed as “other” rather than a standard percentage-of-AUM or pure advisory-fee schedule. It does not identify as an active ESG investor. Industry affiliations with accounting and law firms suggest the adviser uses external professional partners for tax, compliance and legal support when structuring client solutions or vetting external managers. The firm’s stated investment role centers on manager selection and oversight. That implies its value proposition is due diligence, manager sourcing and portfolio construction using outside vehicles rather than direct security selection in-house. Mcbryar Advisory Services appears to operate as an intermediary between clients and specialist asset managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ROY MCBRYAR

    CEO and OwnerCRD 5664310

Contacts

2 of 2
  • Christopher Merz

    IARCRD 7888465

  • JAMES HOLLON

    AdvisorCRD 732345

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BAY MINETTE, AL

BALDWIN

Location

BAY MINETTE, AL

Headquartered in BAY MINETTE, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.

Metro area
Mobile-Daphne-Fairhope, AL
Region
South
County
BALDWIN
Address
326 Courthouse Sq
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth