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AdvisorCensus / Financial advisors / Texas / Dallas / Broyles Advisory, LLC

Broyles Advisory, LLC

Dallas, TXState-registered investment adviserCRD 285119

Filed as BROYLES ADVISORY, LLC

Broyles Advisory, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

9 years
registered since 2016
$85,051,989
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Broyles Advisory, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Broyles Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Broyles Advisory, LLC located?

Broyles Advisory, LLC's principal office is in Dallas, TX, according to its Form ADV.

Is Broyles Advisory, LLC registered with the SEC or a state?

Broyles Advisory, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285119.

How much does Broyles Advisory, LLC manage?

Broyles Advisory, LLC reports $85,051,989 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

What types of clients does Broyles Advisory, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (14); charitable organizations (2).

Does Broyles Advisory, LLC 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/285119

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$85,051,989

$85,051,989 as of October 2026, filing dated February 16, 2026.

Discretionary: $85,051,989.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients 14 Assets $75,134,711 (88%)
Charitable organizations
Clients 2 Assets $9,917,278 (12%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2016 (9 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
TX

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Broyles Advisory, LLC (CRD 285119): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/broyles-advisory-llc-dallas-tx-285119