# Stybr & Associates

> Stybr & Associates is a state-registered investment advisory firm, registered since 1991, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 122957
- Filed as: STYBR & ASSOCIATES
- Legal name: Daniel Carter Stybr
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122957
- AdvisorCensus page: https://advisorcensus.com/firm/stybr-and-associates-122957

## Quick answers

**How is Stybr & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Stybr & Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stybr & Associates registered with the SEC or a state?**
Stybr & Associates is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 122957.

**How much does Stybr & Associates manage?**
Stybr & Associates reports $17,682,333 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (0% discretionary).

**What types of clients does Stybr & Associates serve?**
By number of clients on Form ADV Item 5.D: investment companies (39).

**Does Stybr & Associates 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/122957

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,682,333
- Discretionary: $0
- Non-discretionary: $17,682,333

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 39 | $17,682,333 |

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

### Firm details
- Registered since: 1991 (35 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- 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. Stybr & Associates (CRD 122957): Form ADV filing data as of October 2026.