# Fryar Financial

> Fryar Financial is a state-registered investment advisory firm in Durham, NC, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 315944
- Filed as: FRYAR FINANCIAL
- Legal name: Fryar Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315944
- AdvisorCensus page: https://advisorcensus.com/firm/fryar-financial-durham-nc-315944

## Quick answers

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

**Where is Fryar Financial located?**
Fryar Financial's principal office is in Durham, NC, according to its Form ADV.

**Is Fryar Financial registered with the SEC or a state?**
Fryar Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315944.

**How much does Fryar Financial manage?**
Fryar Financial reports $19,401,768 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (0% discretionary).

**What types of clients does Fryar Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); pension and profit sharing plans (but not the plan participants or government pension plans) (13); high net worth individuals (2).

**Does Fryar Financial 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/315944

## 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: $19,401,768
- Discretionary: $0
- Non-discretionary: $19,401,768

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $12,069,764 |
| High net worth individuals | 2 | $2,575,821 |
| 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) | 13 | $4,360,792 |
| Charitable organizations | 1 | $395,391 |
| 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fryarfinancial.com
- Facebook @fryarfinancial
- LinkedIn @marcus-fryar-10307718a
- X @mwfryar

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fryar Financial (CRD 315944): Form ADV filing data as of October 2026.