O'BRYANT & ASSOCIATES, INC.

Overview

O'Bryant & Associates, Inc. operates as a small, owner-led advisory and insurance brokerage firm that combines financial planning with third-party manager selection. The firm reports a capital allocator role, meaning it places client assets with outside managers rather than running large in-house investment platforms. Its advisory services emphasize financial planning and selecting other advisers, and it supplements planning with insurance brokerage capabilities. Fee arrangements are non-traditional for large RIAs — the firm lists hourly, fixed-fee and other fee structures rather than an assets-under-management percentage as its primary billing model. The firm is not flagged as an active ESG investor and is not presented as a multi-state advisory practice. Investment activity appears modest in scale and focused on allocating client capital to established public vehicles and external alternative managers. The firm’s approach is consistent with advisers that favor off-the-shelf mutual fund sleeves for core equity and fixed income exposures, while using third-party specialists to gain real estate exposure and other alternatives. As a selector of other advisers, O'Bryant & Associates likely structures client portfolios by blending direct mutual fund positions, insurance-based solutions, and external manager funds rather than deploying a large roster of proprietary strategies.

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Location & Offices