B
CRD: 157826
Bryan Investments, LLC
Sabillasville, MD
3012413240
$51.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
71 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- RBC ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2011
- Office Locations
- 1
Office Locations
-- Sabillasville MD
About Bryan Investments, LLC
Bryan Investments, LLC is a Sabillasville-based RIA. The firm has been operating for 15 years. Managing $51.2M in total assets under management, with 2 advisory representatives. They custody assets with RBC and Wells Fargo. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$25.6M AVG AUM / ADVISOR
$720.7K AVG AUM / CLIENT
15 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
Wave focus Prime Harbor Quantum foundation
Owner & Executives
C
CATHERINE KIL BRYAN
Chief Compliance Officer, Managing Member
- CRD
- #400360
- Ownership
- 50% but less than 75%
(383) 545-2105
zenith.eagle@alphacapital.com
in linkedin.com/in/catalyst-focus
KEITH ALAN BRYAN
Co-Owner
- CRD
- #1296315
- Ownership
- 50% but less than 75%
(211) 218-1760
horizon.signal@elementcapital.com
in linkedin.com/in/fusion-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,166,850 | -- |
| Total | $51,166,850 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,166,850
Other:
12.8% Equity - Exchange:
29.3% Cash:
15.3% Public Funds:
42.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,009,541,863 | 12.8% |
| Equity - Exchange | $2,310,904,421 | 29.3% |
| Cash | $1,206,718,008 | 15.3% |
| Public Funds | $3,359,881,512 | 42.6% |
| Total | $7,887,045,804 | 100.0% |