Bryan Advisory Services, LLC (Canonsburg)

Bryan Advisory Services, LLC is a large advisory firm based in Canonsburg. It manages $158.53 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

Bryan Advisory Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as sponsor of oil and gas private placements.

Bryan Advisory Services: assets under management

The assets under management (AUM) of Bryan Advisory Services, LLC is $158.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 277% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $158.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.37 million each.

Investments

The firm invests in investment and business development companies the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bryan Advisory Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bryan Advisory Services serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Bryan Advisory Services is individuals with 57 clients and $103.93 million of assets under management. Among the 11 most similar advisory firms, Bryan Advisory Services has the 3rd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $158.53 million for 67 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bryan Advisory Services doesn't advise any private funds.

Careers at Bryan Advisory Services, LLC

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard George Bryan	Managing member/chief compliance officer	1 May 2010	75% - 100%	807467
Rebecca Aileen Bryan	Chief compliance officer	1 May 2015	Other	5981043

Based in Canonsburg

The principal office where Bryan Advisory Services, LLC performs its advisory services is located at 125 Technology Drive, Canonsburg, PA 15317, which is also the mailing address of the firm. An additional office of the firm is in Sewickley, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-746-4004 or by fax 724-746-6004. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.