Stybr & Associates

RIAState Registered
Total AUM
$17.7M
Discretionary
$0
0% of AUM
Avg account
$453K
Accounts
39
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
122957
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Investment Companies100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stybr & Associates is a small, owner-operated wealth advisory practice organized as a sole proprietorship and registered in Illinois. The firm identifies itself as a capital allocator and serves an institutional client base while offering fee arrangements that include a percentage-of-AUM model and hourly charges. Its advisory services encompass financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. In addition to advisory work, the business operates as a registered representative of a broker‑dealer and as an insurance broker. The firm does not characterize itself as an active ESG investor and is not a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth