Fryar Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,645,585
Clients
56
Advisors
2
of 2 employees
About
Fryar Financial provides financial planning and portfolio management to individuals, high‑net‑worth clients, and retirement plan sponsors, delivering both individual advisory services and ERISA investment‑fiduciary support. Services are offered on a fee‑only basis and include non‑discretionary asset management as well as the ability to serve as a 3(38) discretionary manager when engaged by a plan sponsor.
The firm customizes portfolios and asset allocations to client goals and risk tolerance, using mutual funds, ETFs and individual securities and monitoring accounts on an ongoing basis for rebalancing and adjustments. Investment decisions are typically implemented on a non‑discretionary basis, meaning trades are confirmed with clients before execution, and analysis draws on company fundamentals, market data and macroeconomic indicators.
Distinctive features include a small advisory team managing roughly $19.4 million across about 56 client relationships, with nearly all reported AUM classified as non‑discretionary. The firm is affiliated with Fryar Management Group, LLC, which provides tax, accounting and payroll services—an arrangement that may allow closer coordination of investment and tax/accounting matters—and the firm does not sponsor a wrap fee program.
Client services
Expertise
Occupation focus
Fee options
Annual fixed fees for financial planning ranging from $500 to $3,000
$0 - $500,000: 0.97% $500,001 - $1,000,000: 0.92% $1,000,001 - $2,000,000: 0.87% $2,000,001+: 0.82%
$150 per hour for financial planning
Fee-only: Financial planning fees: $150 per hour or $500 to $3,000 annually (fixed fee)
Main office
3511 Shannon Road, Third Floor
Durham NC 27707
Advisors at this office
2
Most active in
Maryland · North Carolina · Texas
Also doing business as
Fryar Financial · Fryar Financial, 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:
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
Quick links
Advisors at this firm
Marcus F
CFP®, Series 63, Series 65
Durham, NC
Fryar Financial
Marcus Fryar is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Fryar Financial in Durham, NC. His prior roles include positions at Cetera Investment Advisers LLC and HD Vest Advisory Services. Outside of advising, he owns Fryar Management Group LLC, which provides accounting, tax, and payroll services to individuals, businesses, and nonprofits. Fryar Financial offers financial planning and asset management to individual and high-net-worth clients, as well as retirement plan sponsors. The firm emphasizes tailored financial planning and non-discretionary portfolio management, with a focus on ERISA plan services including investment policy creation, monitoring, fee oversight, and participant education.
Jeffery C
Series 66
Durham, NC
Fryar Financial
Jeffery Campbell II is a financial advisor at Fryar Financial in Durham, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Fryar Financial, he worked at Fidelity Investments and Vietri Inc. in various roles. Outside of advising, he operates a freelance marketing consulting business as an independent contractor. Fryar Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and retirement plan sponsors, offering both non-discretionary and discretionary asset management tailored to client goals and risk tolerance. The firm manages approximately $19.4 million across about 56 client relationships and coordinates investment strategies with affiliated tax and accounting services.
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