# FRY Investment Advisors, Inc.

> FRY Investment Advisors, Inc. is a state-registered investment advisory firm in Centerville, OH, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 300109
- Filed as: FRY INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Centerville, OH
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300109
- AdvisorCensus page: https://advisorcensus.com/firm/fry-investment-advisors-inc-centerville-oh-300109

## Quick answers

**How is FRY Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), FRY Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is FRY Investment Advisors, Inc. located?**
FRY Investment Advisors, Inc.'s principal office is in Centerville, OH, according to its Form ADV.

**Is FRY Investment Advisors, Inc. registered with the SEC or a state?**
FRY Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300109.

**How much does FRY Investment Advisors, Inc. manage?**
FRY Investment Advisors, Inc. reports $27,045,246 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**What types of clients does FRY Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (8); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does FRY Investment Advisors, Inc. 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/300109

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $27,045,246
- Discretionary: $27,045,246
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $10,791,476 |
| High net worth individuals | 8 | $11,371,164 |
| 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) | 5 | $4,849,676 |
| 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 | 2 | $32,930 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- 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. FRY Investment Advisors, Inc. (CRD 300109): Form ADV filing data as of October 2026.
