Tryon Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$103,469,487
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
457
6% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
457
Average account size
$226,410
About
Tryon Investments serves individuals — including both high-net-worth and non‑HNW clients — as well as trusts, pension/profit‑sharing plans and charitable organizations, providing discretionary portfolio management alongside financial planning and consulting. The firm offers ongoing asset management, written financial plans, and at times refers clients to third‑party money managers under solicitor arrangements.
The firm’s investment approach is primarily ETF‑based, using a proprietary allocation model with five standard portfolios ranging from conservative to aggressive, built largely from low‑cost Vanguard ETFs and subject to quarterly investment‑committee reviews and periodic rebalancing; accounts are monitored on an ongoing basis and the adviser typically operates with discretionary trading authority. Financial planning engagements include net worth, risk and cash‑flow analyses and may incorporate recommendations on taxes, insurance and estate matters, with clients able to impose investment restrictions.
What is distinctive about Tryon Investments is its unusually high client‑to‑advisor ratio — managing over 450 client relationships with a very small advisory staff — which corresponds with a more standardized, model‑driven investment process and use of custodial platforms and third‑party managers. The firm also discloses an affiliation with a FINRA‑registered broker‑dealer and that its registered representative may receive commissions for certain private placement products, a relationship the brochure identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
General tax planning
Wealth management
Passive / index investing
Fee options
Fixed fees for financial planning services ranging from $299 to $2,000
$0 - $1,000,000: 1.70% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.00% Over $3,000,000+: .80%
Commissions for alternative products sold through Great Point Capital, LLC; commissions paid from product sponsors revenues, not client assets
Fee-only: Financial Planning Services flat fee between $299 and $2,000
Main office location
Tryon Investments, LLC
745 Community Drive, Suite E
North Liberty IA 52317, United States
Number of offices
1
Most active in
Tryon Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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