MCBRYAR ADVISORY SERVICES, INC.
Firm details
- Headquarters
- BAY MINETTE, Alabama
- CRD number
- 149871
- Website
- mcbryar.net
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROY MCBRYAR
CEO and OwnerCRD 5664310
Contacts
2 of 2Christopher Merz
IARCRD 7888465
JAMES HOLLON
AdvisorCRD 732345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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