This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2009
- Office Locations
- 1
Office Locations
About Perry Investment Management, LLC
Perry Investment Management is a fee-only RIA in Round Rock, TX providing tailored financial planning and discretionary portfolio management, including retirement, tax and estate planning, cash-flow analysis, and risk management. The firm emphasizes fiduciary, no-commission advice. Portfolios are largely implemented with ETFs alongside core investment-grade and U.S. government bonds, with custody including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $540.0K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Perry Investment Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Perry Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRANDON THOMAS PERRY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4572217
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Perry Investment Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.