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- Custodian
- Altruist ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2021
- Office Locations
- 1
Office Locations
About Fryar Financial
Fryar Financial is a fee-only, fiduciary wealth management firm specializing in retirement income planning for retirees and families seeking durable, coordinated income. The firm provides tax-efficient investing alongside estate and broader financial planning, aiming to manage key risks like taxes, market volatility, and sequence-of-returns. Public filings indicate portfolios are largely ETF-based, with custody including Altruist and Pershing.
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Owner & Executives
MARCUS WESLEY FRYAR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2140086
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEFFERY A CAMPBELL II
--
- CRD
- #7367039
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,401,768 | -- |
| Total | $19,401,768 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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