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| Bryan Advisory Services LLC
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| CRD # | 153659 |
| SEC # | 801-116672 |
| CIK # | |
| AUM | 2.4 M (2026-06-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 724-746-4004 |
| Address | 125 Technology Drive Canonsburg, PA 15317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (6/15/2026) [Brochure] |
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Fees and Compensation
This section of the brochure describes how we are compensated for the services we offer.
Compensation Methodology and Rates
Assets Under Management
Clients are typically charged for our asset management services based on a percentage of the assets being managed. The
following fee schedule is our basic fee arrangement for investment supervisory services. Your specific annual fee arrangement
will be described in the written Investment Advisory Agreement entered into between BAS and you. Investment advisory fees
charged by us are negotiable and are established by agreement with you. All clients do not pay the same fee.
Assets Under Management Annual Rates
First $2,000,000 1.00%
$2,000,001 to $8,000,000 0.75%
Above $8,000,001 0.50%
Duties that do not include asset allocation and require limited investment advice will have a minimum annual rate of 0.30%. Consultant
evaluations which include Pension Consulting will be charged at an annual rate of 0.10% billed either monthly or quarterly in arrears based
on the value of the account. Payment of the Consulting fees will be by check or ACH direct debit. Depending on the agreement with the
client, the annual fee for our advisory services is billed either monthly or quarterly in arrears based on the value of the account at the end
of the month or quarter. If the management agreement does not span the entire billing period, the fee will be pro-rated based on the
number of days the account is open during the billing period. Your account custodian will send you a statement, at least quarterly, showing
all disbursements including any advisory fee if authorized by you in writing. We share responsibility with you to verify the accuracy of the
fee calculation because the custodian will not determine that the fee has been properly calculated. We will send you a written invoice
itemizing the fee, including any formulae used to calculate the fee, the time period covered by the fee and the amount of assets under
management on which the fee was based. Please see Item 12 (Brokerage Practices) in this brochure for more information about your
account custodian(s).
You may terminate the Investment Advisory Agreement and/or Pension Consulting Contract without fee or penalty by providing written
notice to Bryan Advisory Services within five (5) business days from the execution of our agreement. These Agreements shall continue
in effect until terminated by either party by giving to the other thirty days’ written notice; provided that the Client may at
any time, upon delivery of written notice to IA, terminate the discretionary authority of IA . No assignment of the Agreement
by IA shall be effective without the prior written consent of Client. Any fees collected in advance of service will be returned to you
on a pro rata basis and any fees due will be billed to you.
How Clients Pay Advisory Fees
The following information describes how Bryan Advisory Services, LLC is compensated for the advisory services that it provides to each
client account. Unless otherwise specified below or in the advisory contract that BAS enters into with a particular client, Bryan Advisory
Services will bill in arrears either on a monthly or quarterly basis. At the end of each month or quarter a calculation will be made based
on the assets under management and the fees will be deducted by the custodian from the clients’ money market account. Any collected
but unearned fees will be refunded to you.
Other Types of Fees and Expenses
In addition to our fees, you may pay transaction fees to your custodian or broker-dealer for executing securities transactions. There
may be other possible charges for special services elected by you or us in the active management of the account. These fee s may
include:
periodic distribution fees electronic fund and wire transfer fees
certificate delivery fees reorganization fees
account transfer fees (outbound) international security transfer fees
overnight mail and check fees transfer agent fees.
This list is not meant to be all inclusive. Any fee on a special service incurred by the client will be fully disclosed. Please refer to |
| Account Minimums and Types of Clients — Form ADV Part 2A (6/15/2026) [Brochure] |
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Types of Clients This section of the brochure describes our clients. Bryan Advisory Services provides investment advisory services to a variety of clients including trusts, foundations, business organizations, and individuals. There is an account minimum of $500,000 which may be waived by the investment advisor depending on the situation. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 2.4 |
| By Discretionary | ||
| Discretionary | 20 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 20 | 2.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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