McBryar Advisory Services

Andrew McBryar holds sole discretion over portfolio decisions, per the firm's regulatory filings. He serves as the firm's only registered investment adviser representative and manages all client portfolios and financial plans individually. No investment committee or external consultants are disclosed in public documentation.

No. The firm invests exclusively in publicly traded securities, including individual equities, bonds, mutual funds, and ETFs. Regulatory filings indicate no participation in private equity, venture capital, real estate syndications, or direct co-investments.

McBryar Advisory Services is registered as an investment adviser with the Texas State Securities Board and operates as a sole proprietorship. It files the same Form ADV disclosures required of all registered RIAs, detailing services, fees, and disciplinary history through the SEC's Investment Adviser Public Disclosure database.

Before founding the firm, McBryar worked as an investment adviser representative at LPL Financial, the largest independent broker-dealer in the United States. His licensing and employment history through FINRA BrokerCheck and state regulatory records show a career focus on wealth management for individual investors in the Dallas-Fort Worth region.

The firm generates revenue through a combination of asset-based fees — calculated as a percentage of client assets under management — and hourly consulting charges for standalone financial planning engagements, according to its ADV brochure. It does not receive commissions, trailing fees, or revenue-sharing payments from product providers.