RIA · CRD 165189SEC-Registered

Updated:

Bryant Financial Advisory

BRYANT FINANCIAL ADVISORY, INC. is an SEC-registered investment adviser in BALTIMORE, MD. The firm manages $87 million in assets, $78 million on a...

Bryant Financial Advisory

BRYANT FINANCIAL ADVISORY, INC. is an SEC-registered investment adviser in BALTIMORE, MD. The firm manages $87 million in assets, $78 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Is Bryant Financial Advisory a single-family office?

No. Based on its SEC registration as an RIA, Bryant Financial Advisory is a registered investment adviser, not a single-family office. It likely provides financial planning and portfolio management to multiple clients, but its specific client base is not publicly disclosed (per public record).

What investment strategy does Bryant Financial Advisory employ?

The firm's investment strategy is not publicly documented beyond its RIA registration. As a regulated adviser, it likely uses traditional asset classes such as equities and fixed income. No details on direct investments, venture capital, or alternative assets are available (per public record).

Who runs Bryant Financial Advisory?

The firm's principals are not named in public sources. SEC filings do list certain individuals, but their identities are considered personal data and are not disclosed here. Without a public website or LinkedIn presence, the leadership remains unconfirmed (per public record).

What is the firm's minimum investment threshold?

The threshold is not publicly disclosed. As a small RIA, the firm may accept a range of client sizes, but no specific minimums are stated in public records (per public record).

Does Bryant Financial Advisory manage family wealth?

The firm may serve families, but this is not explicitly stated. Its RIA structure allows it to advise high-net-worth individuals, but no family office affiliation or wealth-origin details are available (per public record).

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