FRY INVESTMENT ADVISORS, INC.

Overview

FRY Investment Advisors, Inc. is a small, owner-operated registered investment advisor that manages client portfolios with a clear tilt toward public equities. The firm provides portfolio management for individuals and small businesses and also serves as a selector of outside managers when clients need access to strategies the firm does not run internally. Its business model is fee-based, charging a percentage of assets under management, and it positions itself as a capital allocator for its client base of both individual/family and institutional accounts. FRY is not identified as an active ESG investor and does not operate as a multi-state adviser. Investment activity centers on liquid equity exposures—both individual listed stocks and exchange-traded products—used as the core building blocks of client portfolios. Given the firm’s small scale, its approach appears to be pragmatic and execution-focused: customized equity allocations through separately managed accounts, complemented by mutual funds and select third‑party allocations when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices