B
CRD: 285119
Broyles Advisory, LLC
Dallas, TX
2148145974
$85.1M Total AUM
$85.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-26-2016
- Office Locations
- 1
Office Locations
-- Dallas TX
About Broyles Advisory, LLC
Broyles Advisory, LLC is a Dallas-based RIA. The firm has been operating for 9 years. Managing $85.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$85.1M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Asset Classes
Crest focus Crest signal
Investment Themes
Pioneer Element
Investment Vehicles
Insight
Services
Signal focus Matrix legacy Insight Vital North Value Horizon prime
Owner & Executives
B
BENJAMIN THURMOND BROYLES
Chief Compliance Officer, Manager, Owner
- CRD
- #5666407
- Ownership
- 75% or more
(296) 812-4846
element.alpha@quantumcapital.com
in linkedin.com/in/ridge-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,051,989 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,051,989 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,051,989
Equity - Exchange:
14.3% Equity - OTC:
15.3% Cash:
16.2% Municipal Bonds:
17.3% Corporate - Non-Investment Grade:
21.3% U.S. Government/Agency:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,198,009,139 | 14.3% |
| Equity - OTC | $1,281,786,002 | 15.3% |
| Cash | $1,357,185,179 | 16.2% |
| Municipal Bonds | $1,449,339,728 | 17.3% |
| Corporate - Non-Investment Grade | $1,784,447,180 | 21.3% |
| U.S. Government/Agency | $1,306,919,061 | 15.6% |
| Total | $8,377,686,289 | 100.0% |