BI
Bryan Investments, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 157826
·
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ADV data as of Mar 22, 2026
- Regulatory AUM
- $51.2M
- Discretionary
- $0
- Clients
- 71
- Avg AUM / client
- $721K
- Accounts
- 58
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $16.3M | 31.8% |
| High net worth individuals | 21 | $34.9M | 68.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Catherine Kil Bryan | Registered representative | Jun 2011 (15y) | ||
| Keith Alan Bryan | Registered representative | Aug 2011 (15y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/22/2026 | 1.16 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Jackson National Asset Management Llc $22.1M (43% of AUM) Mar 2026
- Wells Fargo $16.8M (33% of AUM) Mar 2026
- Talcott Resolution Distribution Company Inc $1.8M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 22, 2026.
View current Form ADV (SEC/IAPD) ↗