A complete list of active advisors currently associated with Bryan Advisory Services, LLC

Warmer can help you find a great advisor at Bryan Advisory Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bryan Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.