B
Bryan Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$780,528
This total excludes 15 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$156,106
About
The firm provides investment advisory and portfolio management services to a small group of private clients, managing roughly $2.4 million across five accounts. It uses a percentage‑of‑assets fee model and arranges custodial relationships that support custody and trading of client securities.
Account holdings are reviewed monthly and portfolios are actively managed when the adviser is authorized to do so, with the firm’s president serving as the primary reviewer and supervisor. The brochure notes the adviser may receive economic benefits from custodians—such as discounts, research, or third‑party services—that can support portfolio management.
What is distinctive is the principal’s extensive involvement in oil and gas and energy businesses, including roles as president, managing general partner, and participant in private joint ventures and management companies, which indicates the firm’s engagement with private energy ventures and partnership structures. Those external business activities and the firm’s role in sponsoring or managing private operating entities are uncommon among peers of this size and can affect access to private investment opportunities and potential conflicts disclosed in the brochure.
Client services
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Passive / index investing
Occupation focus
Founder/Business Owner
Main office location
Bryan Advisory Services, LLC
125 Technology Drive, Suite 105
Canonsburg PA 15317, United States
Number of offices
1
Most active in
Bryan Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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