A complete list of active advisors currently associated with Byrne Asset Management, LLC

Warmer can help you find a great advisor at Byrne Asset Management, LLC or one who fits your needs even better.

Byrne Asset Management serves high‑net‑worth individuals, family offices, and small institutions, providing discretionary investment advisory services, asset allocation guidance, and basic financial planning. The firm generally requires a minimum account size (noted at $250,000) and also provides non‑discretionary asset‑allocation advice to at least one large endowment exceeding $1 billion. Investment decisions are driven by a proprietary valuation model augmented by earnings data, fundamental research, and a developing quantitative database, with firmwide reviews and regular client communication. The firm uses model core and dividend portfolios as reference points when tailoring discretionary accounts and may deploy tactical tools such as protective stop orders alongside its primary asset‑allocation approach. Distinctive for a firm of its size, Byrne publishes performance summaries and GIPS‑compliant disclosure sheets for several specialized model strategies and maintains separate accounts—including small‑cap, large‑cap value, and a long/short strategy—that can use margin and often have higher turnover, primarily targeted to institutional investors and family offices. The firm also discloses an intentional shift in management responsibilities over time, with senior leadership reducing day‑to‑day portfolio management and investment duties rotating among different professionals.

To learn more about the advisors currently working at Byrne Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.