BRINDLE & BAY FINANCIAL ADVISORS, LLC

CRD 291747File 801-131045

APPROVED

Retail clients

Filing as of Jul 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$184.8M

Bottom 25% of cohort (national)

Discretionary AUM

$184.8M

Clients

184

627 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Sep 3, 2024
Principal office: 5899 PRESTON RD, STE. 1103, FRISCO, TX, 75034
Phone: 214-988-9178
Website: https://www.linkedin.com/company/brindle-bay-wealth-management/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $184.8M
Discretionary AUM: $184.8M
Non-discretionary AUM: $0
Discretionary accounts: 627
Non-discretionary accounts: 0
Total accounts: 627
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	69	$128.0M
Individuals (other than high net worth individuals)	115	$56.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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 11

This 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.