Brian Sly And Company

Overview

Brian Sly And Company is a small, sole-proprietor advisory practice led by Brian Sly that serves individual and family clients. The firm emphasizes direct equity exposure—both individual stocks and exchange-traded funds—as the primary building blocks of client portfolios and acts as a capital allocator, selecting external managers where appropriate. Advisory work centers on portfolio management for individuals and small businesses and includes selection of third‑party advisers rather than broad institutional consulting. The firm charges a mix of percentage-of-AUM, fixed fees and performance-based fees and operates with a primarily non-discretionary mandate across its client relationships.

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Public Holdings

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Location & Offices