# Dyer Financial Advisory

> Dyer Financial Advisory is a state-registered investment advisory firm in Towson, MD, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 123262
- Filed as: DYER FINANCIAL ADVISORY
- Legal name: Dyer Financial Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123262
- AdvisorCensus page: https://advisorcensus.com/firm/dyer-financial-advisory-towson-md-123262

## Quick answers

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

**Where is Dyer Financial Advisory located?**
Dyer Financial Advisory's principal office is in Towson, MD, according to its Form ADV.

**Is Dyer Financial Advisory registered with the SEC or a state?**
Dyer Financial Advisory is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 123262.

**How much does Dyer Financial Advisory manage?**
Dyer Financial Advisory reports $24,283,693 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Dyer Financial Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (4).

**Does Dyer Financial Advisory 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/123262

## 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: $24,283,693
- Discretionary: $24,175,126
- Non-discretionary: $108,567

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $3,107,538 |
| High net worth individuals | 9 | $21,176,155 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2002 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NC, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pdfinancial.com
- Facebook @PHIL.DYER.315
- LinkedIn @PHILLIPDYER

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dyer Financial Advisory (CRD 123262): Form ADV filing data as of October 2026.