Bryan Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$780,528
Clients
5
Advisors
1
of 1 employees
About
Bryan Advisory Services provides discretionary portfolio management and retirement-planning advice to individuals, trusts, foundations and business clients, and also offers pension consulting for employee benefit plans. The firm manages a small number of accounts (totaling roughly $2.4 million in assets) and, beyond typical investment vehicles, may offer other financial products and private placement opportunities.
The firm’s investment process is grounded in modern portfolio theory and combines quantitative and qualitative analysis to build diversified portfolios across a risk spectrum, commonly using mutual funds, ETFs and non‑correlated strategies to manage volatility. Accounts are generally managed on a discretionary basis with periodic reviews and rebalancing; clients may impose investment restrictions and the adviser discloses the use of passive strategies and specialized investments when appropriate.
Distinctively, the firm’s principal acts as a sponsor and general manager of oil and gas limited partnerships and operates affiliated energy companies, creating an uncommon product offering and potential conflicts of interest compared with peers. The adviser is a solo practitioner with a very small client roster and the principal devotes about half of his time to affiliated energy ventures, factors that may affect capacity and raise key‑man considerations for prospective clients.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $8,000,000: 0.75% $8,000,001+: 0.50%
Services with commissions provide an offset to regular fee charges (detailed amounts not specified).
Account minimum: $500,000 (may be waived)
Main office
125 Technology Drive, Suite 105
Canonsburg PA 15317
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Bryan & Bryan, General Partners · Bryan Advisory Services, LLC · Bryan Energy Management, LLC · Bryan Funding, Inc. · Bryan Investment Group Or Vescio Asset Management LLC · Bryan Investment Group, Inc. · Brymone Management Inc · Discovery Oil And Gas LLC · Ridgewood Heights Development LLC · Vescio Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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