Bryan Investments, LLC

Overview

Bryan Investments, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm operates on a fixed-fee model and reports a client base made up primarily of individuals and families. Its advisory work is concentrated on non-discretionary relationships, which suggests clients typically retain final trading authority while the firm provides guidance, portfolio construction and ongoing oversight. Investment activity appears oriented toward income-generating and wrapped insurance solutions. A large portion of the firm's assets are classified as "Other," and a meaningful share is custodied with insurance carriers, which points to regular use of annuity or insured-product allocations alongside traditional mutual fund and corporate debt exposures. Bryan Investments does not position itself as an ESG investor, is not registered as a multi-state adviser, and does not serve as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices