RIA Intel›Advisers›Georgia›BRANNEN & LYLE INVESTMENT COMPANY

BRANNEN & LYLE INVESTMENT COMPANY

Advisory

BAINBRIDGE, GA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$442K

across 28 accounts

AUM per adviser

$4M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$12M

Discretionary AUM$5M

Non-Discretionary AUM$8M

Discretionary %37.3%

Total Clients22

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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ALPHA CAPITAL FUNDS MANAGEMENT, LLC

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