Tryon Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$102,447,019
Clients
457
Advisors
1
of 3 employees
About
Tryon Investments serves individuals — including both high-net-worth and non‑HNW clients — as well as trusts, pension/profit‑sharing plans and charitable organizations, providing discretionary portfolio management alongside financial planning and consulting. The firm offers ongoing asset management, written financial plans, and at times refers clients to third‑party money managers under solicitor arrangements.
The firm’s investment approach is primarily ETF‑based, using a proprietary allocation model with five standard portfolios ranging from conservative to aggressive, built largely from low‑cost Vanguard ETFs and subject to quarterly investment‑committee reviews and periodic rebalancing; accounts are monitored on an ongoing basis and the adviser typically operates with discretionary trading authority. Financial planning engagements include net worth, risk and cash‑flow analyses and may incorporate recommendations on taxes, insurance and estate matters, with clients able to impose investment restrictions.
What is distinctive about Tryon Investments is its unusually high client‑to‑advisor ratio — managing over 450 client relationships with a very small advisory staff — which corresponds with a more standardized, model‑driven investment process and use of custodial platforms and third‑party managers. The firm also discloses an affiliation with a FINRA‑registered broker‑dealer and that its registered representative may receive commissions for certain private placement products, a relationship the brochure identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $299 to $2,000
$0 - $1,000,000: 1.70% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.00% Over $3,000,000+: .80%
Commissions for alternative products sold through Great Point Capital, LLC; commissions paid from product sponsors revenues, not client assets
Fee-only: Financial Planning Services flat fee between $299 and $2,000
Main office
745 Community Drive, Suite E
North Liberty IA 52317
Advisors at this office
1
Most active in
Iowa
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
Quick links
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