# Brannen & Lyle Investment Company

> Brannen & Lyle Investment Company is a state-registered investment advisory firm in Bainbridge, GA, registered since 2000, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 125308
- Filed as: BRANNEN & LYLE INVESTMENT COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bainbridge, GA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125308
- AdvisorCensus page: https://advisorcensus.com/firm/brannen-and-lyle-investment-company-bainbridge-ga-125308

## Quick answers

**How is Brannen & Lyle Investment Company compensated?**
On its Form ADV (Item 5.E, October 2026), Brannen & Lyle Investment Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brannen & Lyle Investment Company located?**
Brannen & Lyle Investment Company's principal office is in Bainbridge, GA, according to its Form ADV.

**Is Brannen & Lyle Investment Company registered with the SEC or a state?**
Brannen & Lyle Investment Company is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 125308.

**How much does Brannen & Lyle Investment Company manage?**
Brannen & Lyle Investment Company reports $12,370,718 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (37% discretionary).

**What types of clients does Brannen & Lyle Investment Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (5); charitable organizations (3).

**Does Brannen & Lyle Investment Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125308

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,370,718
- Discretionary: $4,611,904
- Non-discretionary: $7,758,814

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $3,071,954 |
| High net worth individuals | 5 | $7,166,883 |
| Charitable organizations | 3 | $2,131,881 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [brannenlyle.com](https://brannenlyle.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brannen & Lyle Investment Company (CRD 125308): Form ADV filing data as of October 2026.