Overview
Assets Under Management: $185 million
Headquarters: FRISCO, TX
High-Net-Worth Clients: 69
Average Client Assets: $1.9 million
Frequently Asked Questions
BRINDLE & BAY FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291747), BRINDLE & BAY FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BRINDLE & BAY FINANCIAL ADVISORS, LLC is headquartered in FRISCO, TX.
BRINDLE & BAY FINANCIAL ADVISORS, LLC serves 69 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, BRINDLE & BAY FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRINDLE & BAY FINANCIAL ADVISORS, LLC manages $185 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, BRINDLE & BAY FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.26%
Average Client Assets: $1.9 million
Total Client Accounts: 627
Discretionary Accounts: 627
Regulatory Filings
CRD Number: 291747
Filing ID: 2062115
Last Filing Date: 2026-03-25 10:13:10