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BRYAN ADVISORY SERVICES, LLC
CRD 153659File 801-116672
APPROVED
Retail clients
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.4M
Bottom 25% of cohort (national)
Discretionary AUM
$2.4M
Clients
20
20 accounts
Employees
1
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 23, 2019
- Principal office
- 125 TECHNOLOGY DRIVE, SUITE 105, CANONSBURG, PA, 15317
- Phone
- 724-746-4004
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.4M
- Discretionary AUM
- $2.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 20
- Non-discretionary accounts
- 0
- Total accounts
- 20
- AUM per client
- $120K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 15 | $1.6M |
| Individuals (other than high net worth individuals) | 5 | $781K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.