Stybr & Associates

Overview

Stybr & Associates is a small, sole-proprietorship advisory practice run by an individual owner. The firm identifies as a capital allocator and reports an institutional client focus, while offering a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Stybr & Associates also operates as a registered representative of a broker‑dealer and as an insurance broker, and charges clients using a percentage‑of‑AUM model as well as hourly fees. Regulatory details such as the year of SEC registration are not provided. The firm reports it is not an active ESG investor, does not operate across multiple states, and is not a pension consultant or part of a related‑adviser structure.

Assets & Accounts

Investments & Alternatives

Location & Offices