BRYAN ADVISORY SERVICES, LLC
Adviser information for BRYAN ADVISORY SERVICES, LLC last updated from Form ADV on January 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 21 | $2.0M |
| Non-Discretionary | 0 | $0 |
| Total | 21 | $2.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8 | $416,405 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 13 | $1.6M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | MGP OF OIL AND GAS PRIVATE PLACEMENTS |
Identifiers
| SEC RIA File Number | 801-116672 |
|---|---|
| SEC ERA File Number | 801-116672 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153659 |
| Legal Entity Identifier | None |
Principal Office
125 TECHNOLOGY DRIVESUITE 105
CANONSBURG
PA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 724-746-4004, Fax: 724-746-6004
Websites
Chief Compliance Officer
RICHARD GEORGE BRYAN JR.
CHIEF COMPLIANCE OFFICER
125 TECHNOLOGY DR, SUITE 105
CANONSBURG
PA
United States
Tel:
724-746-4004
Fax:
724-746-6004
R***@******************M
(Full email address available in API data)
Industry Affiliates
| BRYAN ENERGY MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRYAN, RICHARD, GEORGE | Individual | – | MANAGING MEMBER/PRESIDENT | 05/2010 | > 75% |
| BRYAN, RICHARD, GEORGE | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2019 | < 5% |