RIA IntelAdvisersNew JerseyBYERLY INVESTMENT MANAGEMENT INC.

BYERLY INVESTMENT MANAGEMENT INC.

Advisory

NJ

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account
$177K
across 36 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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-85.3% 1Y

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