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- Custodian
- Altruist ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $277.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
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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
SMA allocation detail is available
Fryar Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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