Fry Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,162,640
Clients
58
Advisors
2
of 2 employees
About
Fry Investment Advisors provides investment advice and ongoing portfolio management primarily to individual clients—including high‑net‑worth individuals—and to pension and profit‑sharing plans. The firm also offers standalone financial planning (added in a recent update) and prepares written Investment Policy Statements to align portfolios with clients’ goals, time horizons, and documented risk tolerances.
The firm’s investment process blends fundamental analysis, modern portfolio theory, quantitative techniques and technical analysis and typically follows a long‑term trading approach; it generally seeks discretionary authority to implement the agreed strategy. When appropriate it will select or refer portions of client assets to third‑party money managers and performs due diligence and ongoing performance review of those managers.
Notable for a firm of its size, Fry is affiliated with other investment advisers (it may direct clients to firms such as Beacon Capital Management and receives a disclosed fee share for those referrals) and is also affiliated with an accounting firm that provides tax return preparation, tax planning, bookkeeping, payroll and non‑investment financial planning services. The brochure discloses these relationships as potential conflicts of interest and indicates the firm manages roughly $27.0 million in discretionary assets while overseeing an additional approximately $13.6 million in assets under advisement.
Client services
Expertise
Fee options
Financial planning fixed fee between $500 and $5,000 (negotiable)
$0 - $500,000: 1.80% total annual fee (1.60% advisory fee + the greater of $100 or 0.20% platform fee) $500,001 - $1,000,000: 1.60% total annual fee (1.45% advisory fee + 0.15% platform fee) $1,000,001+: 1.35% total annual fee (1.25% advisory fee + 0.10% platform fee)
Financial planning hourly rate of $300 (negotiable)
Minimum fee: Platform minimum annual fee of $100 if combined account balance under $50,000 Fee-only: Financial planning fees range from $500 to $5,000 fixed fee; $300/hour hourly rate also available
Main office
323 Regency Ridge Dr.
Centerville OH 45459
Advisors at this office
2
Most active in
Ohio
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:
Accountant / CPA / tax prep
They offer tax and accounting services, 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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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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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
Maria F
Series 65
Centerville, OH
Fry Investment Advisors, Inc.
Maria Fry is a financial advisor at Fry Investment Advisors, Inc. with five years of industry experience. She holds the Series 65 designation and previously worked at Totes Isotoner and Luxottica Retail. In addition to her advisory role, Fry is involved with Fry & Associates, CPAs, Inc., an accounting firm offering tax and financial planning services. Fry Investment Advisors provides investment advice and portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, and other techniques, generally following a long-term trading approach and may engage third-party money managers as part of its process.
Nicholas F
Series 65
Centerville, OH
Fry Investment Advisors, Inc.
Nicholas Fry is a financial advisor at Fry Investment Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has been president of Fry and Associates, CPA, Inc., a public accounting firm, since 1996. In addition to his advisory role, he occasionally provides accounting services to clients through his CPA firm. Fry Investment Advisors, Inc. offers investment advice and portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative and technical techniques, and also provides standalone financial planning and written Investment Policy Statements.
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