Bryan Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bryan Investments provides individual portfolio management and related advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and businesses. The firm delivers non-continuous, personalized portfolio management and reports managing approximately $51.2 million on a non-discretionary basis for a limited client base.
Investment recommendations are developed through personal discussions to establish objectives, time horizons, risk tolerance and tax considerations, and account supervision is implemented on a non-discretionary basis with client approval required for trades. The firm uses fundamental and technical analysis and typically favors a long-term buy-and-hold approach with periodic rebalancing, employing short-term trades or options strategies (such as covered calls) only in specific circumstances.
Compared with many peers, Bryan Investments is notable for its predominantly non-discretionary asset base and for charging a flat annual management fee rather than a percentage-of-assets fee; the firm also does not accept commissions, 12b-1 fees, or asset-based fees. Clients access institutional mutual fund share classes and reduced transaction pricing through accounts linked to the firm’s master custody arrangement, the firm does not vote client proxies, and it applies specified safeguards when deducting authorized advisory fees.
Client services
Expertise
Fee options
Fee-only: Flat annual management fee per client, amount negotiated individually; no tiered schedule provided
Main office
Sabillasville MD
Advisors at this office
2
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Keith B
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.
Catherine B
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.
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