# Bryspen, Incorporated

> Bryspen, Incorporated is an SEC-registered investment advisory firm in Washington, DC, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 109004
- Filed as: BRYSPEN, INCORPORATED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109004
- AdvisorCensus page: https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004

## Quick answers

**How is Bryspen, Incorporated compensated?**
On its Form ADV (Item 5.E, October 2026), Bryspen, Incorporated reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bryspen, Incorporated located?**
Bryspen, Incorporated's principal office is in Washington, DC, according to its Form ADV.

**Is Bryspen, Incorporated registered with the SEC or a state?**
Bryspen, Incorporated is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109004.

**How much does Bryspen, Incorporated manage?**
Bryspen, Incorporated reports $329,346,574 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have Bryspen, Incorporated's assets and staff changed since 2021?**
In the Form ADV data for Bryspen, Incorporated: Regulatory assets under management: $211,678,499 in the October 2021 data and $329,346,574 in the October 2026 data, up 56%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bryspen, Incorporated serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); pension and profit sharing plans (but not the plan participants or government pension plans) (14); individuals (other than high net worth individuals) (4).

**Does Bryspen, Incorporated 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/109004

**What changed in Bryspen, Incorporated's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $293,772,159 to $329,346,574 (+12%).

## 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: $329,346,574
- Discretionary: $0
- Non-discretionary: $329,346,574

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,105,505 |
| High net worth individuals | 54 | $306,883,220 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $21,357,849 |

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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, GA, KY, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bryspen.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $211,678,499 | 2 | March 30, 2021 |
| October 2022 | $242,312,374 | 2 | March 30, 2022 |
| October 2023 | $220,201,306 | 2 | March 31, 2023 |
| October 2024 | $262,392,685 | 2 | March 28, 2024 |
| October 2025 | $293,772,159 | 2 | July 10, 2025 |
| October 2026 | $329,346,574 | 2 | March 31, 2026 |

Regulatory assets under management: $211,678,499 in the October 2021 data and $329,346,574 in the October 2026 data, up 56%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $293,772,159 to $329,346,574 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bryspen, Incorporated (CRD 109004): Form ADV filing data as of October 2026.
