BRYSPEN, INCORPORATED

Adviser information for BRYSPEN, INCORPORATED last updated from Form ADV on March 28th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
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 0 $0
Non-Discretionary 258 $262.4M
Total 258 $262.4M

Clients

Type Number RAUM
Individuals <5 $903,873
HNW Individuals 61 $250.7M
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 8 $10.8M
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 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-57755
SEC ERA File Number 801-57755
SEC CIK Numbers None
SEC CRD Numbers 109004
Legal Entity Identifier None

Principal Office

1717 PENNSYLVANIA AVENUE, NW
SUITE 1025
WASHINGTON
DC
United States
Monday - Friday, 8AM TO 5PM
Tel: 888.347.4170, Fax: None

Websites

Chief Compliance Officer

JOHN S. BRYAN
PRESIDENT - PRINCIPAL - CCO
1717 PENNSYLVANIA AVENUE, NW
SUITE 1025
WASHINGTON
DC
United States
Tel: 888.347.4170
(Full email address available in API data)

Regulatory Contact

JOHN S. BRYAN
PRESIDENT - PRINCIPAL - CCO
1717 PENNSYLVANIA AVENUE, NW
SUITE 1025
WASHINGTON
DC
United States
Tel: 888.347.4170
Fax: 888.951.0777
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BRYAN, JOHN, SPENCER Individual PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER 07/1991 > 75%

No. Employees, Historic

10502020202120222023202420252 on 3/27/20202 on 6/25/20202 on 3/30/20212 on 3/30/20222 on 3/31/20232 on 3/28/2024

RAUM, Historic

300M150M0202020212022202320242025177522081 on 3/27/2020177522081 on 6/25/2020211678499 on 3/30/2021242312374 on 3/30/2022220201306 on 3/31/2023262392685 on 3/28/2024

No. Clients, Historic

8040020202021202220232024202563 on 3/27/202063 on 6/25/202073 on 3/30/202164 on 3/30/202267 on 3/31/202373 on 3/28/2024