# 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.

- CRD: 285119
- Filed as: BROYLES ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285119
- AdvisorCensus page: https://advisorcensus.com/firm/broyles-advisory-llc-dallas-tx-285119

## Quick answers

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $85,051,989
- Discretionary: $85,051,989
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $75,134,711 |
| Charitable organizations | 2 | $9,917,278 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broyles Advisory, LLC (CRD 285119): Form ADV filing data as of October 2026.