AdvisorCensus / Financial advisors / Pennsylvania / Pittsburgh / Bryan Advisory Services, LLC
Bryan Advisory Services, LLC
Filed as BRYAN ADVISORY SERVICES, LLC
Bryan Advisory Services, LLC is an SEC-registered investment advisory firm in Canonsburg, PA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.
Quick answers
From the filingHow is Bryan Advisory Services, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Bryan Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Bryan Advisory Services, LLC located?
Bryan Advisory Services, LLC's principal office is in Canonsburg, PA, according to its Form ADV.
Is Bryan Advisory Services, LLC registered with the SEC or a state?
Bryan Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 153659.
How much does Bryan Advisory Services, LLC manage?
Bryan Advisory Services, LLC reports $2,404,583 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).
How have Bryan Advisory Services, LLC's assets and staff changed since 2021?
In the Form ADV data for Bryan Advisory Services, LLC: Regulatory assets under management: $187,589,928 in the October 2021 data and $2,404,583 in the October 2026 data, down 99%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bryan Advisory Services, LLC serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (15); individuals (other than high net worth individuals) (5).
Does Bryan Advisory Services, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153659
What changed in Bryan Advisory Services, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $2,036,212 to $2,404,583 (+18%).
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
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
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated June 15, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$2,404,583 as of October 2026, filing dated June 15, 2026.
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.DA 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- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,404,583 | 1 | June 15, 2026 |
| October 2025 | $2,036,212 | 1 | October 5, 2024 |
| October 2024 | $2,036,212 | 1 | June 4, 2024 |
| October 2023 | $2,249,684 | 1 | June 2, 2023 |
| October 2022 | $2,249,684 | 1 | March 31, 2022 |
| October 2021 | $187,589,928 | 1 | March 31, 2021 |
Regulatory assets under management: $187,589,928 in the October 2021 data and $2,404,583 in the October 2026 data, down 99%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $2,036,212 to $2,404,583 (+18%).
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.INot 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. Bryan Advisory Services, LLC (CRD 153659): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bryan-advisory-services-llc-canonsburg-pa-153659