Bryant Woods Investment Advisors, Llc
- Regulatory AUM
- $680M
- Discretionary
- $568M
- Clients
- 294
- Avg AUM / client
- $2.3M
- Accounts
- 298
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $135M | 19.9% |
| High net worth individuals | 175 | $513M | 75.4% |
| Charitable organizations | 7 | $15.8M | 2.32% |
| State or municipal government entities | Fewer than 5 clients | $2.9M | 0.42% |
| Corporations and other businesses | Fewer than 5 clients | $13.3M | 1.95% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Venture Forthe, Inc. 401(k) Plan Venture Forthe, Inc. | 2024 | |
| Chiampou Travis Besaw & Kershner Llp 401(k) Plan Chiampou Travis Besaw & Kershner Llp | 2024 | |
| Excelsior Orthopaedics, Llp 401(k) Profit Sharing Plan Excelsior Orthopaedics Llp | 2024 | |
| Innovative Concepts In Entertainment, Inc. 401(k) Retirement Plan Innovative Concepts In Entertainment, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kershner, Eugene, Gerald | Member | Nov 1999 (27y) | Less than 5% | |
| Mark Patrick Collard | Managing Member | Jan 2005 (22y) | ≈ 18.75% – 50% via Odyssey Advisors, Inc. | |
| Brian K Laible | Managing Member | CFP Personal Financial Specialist | Nov 2011 (15y) | ≈ 18.75% – 50% via Landmark Wealth Advisors, Llc |
| Kaplan, Joshua, J | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Lindsay June De Lellis | Registered representative | CFP | Mar 2021 (5y) | |
| Daniel Bertleff | Registered representative | CFP | Jul 2024 (2y) | |
| Wesley Austin | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Odyssey Advisors, Inc. | Member | Jan 2005 | A | 25% – 50% |
| Landmark Wealth Advisors, Llc | Member | Nov 2011 | A | 25% – 50% |
| Chiampou Travis Besaw & Kershner Llp | Member | Nov 2011 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Patrick Collard: 75% – 100% of Odyssey Advisors, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Brian K Laible: 75% – 100% of Landmark Wealth Advisors, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Venture Forthe, Inc. 401(k) Plan | Venture Forthe, Inc. | 724 | $4.9M | 01/01/2024 |
| Chiampou Travis Besaw & Kershner Llp 401(k) Plan | Chiampou Travis Besaw & Kershner Llp | 147 | $21.7M | 01/01/2024 |
| Excelsior Orthopaedics, Llp 401(k) Profit Sharing Plan | Excelsior Orthopaedics Llp | 655 | $63.0M | 01/01/2024 |
| Innovative Concepts In Entertainment, Inc. 401(k) Retirement Plan | Innovative Concepts In Entertainment, Inc. | 182 | $20.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $586M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗