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BRYAN ADVISORY SERVICES, LLC
CRD 153659File 801-116672
APPROVED
Retail clients
Filing as of Jun 15, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 21 | 20 | decreased by1 |
| Feb 1, 2026 | AUM | $2,036,212 | $2,404,583 | increased by$368,371 |
| Feb 1, 2026 | Accounts | 21 | 20 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 21 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,249,684 | $2,036,212 | decreased by$213,472 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Clients | 79 | 29 | decreased by50 |
| Apr 1, 2022 | AUM | $187,589,928 | $2,249,684 | decreased by$185,340,244 |
| Apr 1, 2022 | Accounts | 80 | 21 | decreased by59 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRYAN ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRYAN ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.