RIA Intel›Advisers›North Carolina›FRYAR FINANCIAL, LLC

FRYAR FINANCIAL, LLC

Advisory

DURHAM, NC

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account
$166K
across 117 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$19M
Discretionary %
0%
Clients
70
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$0
Non-Discretionary AUM$19M
Discretionary %0%
Total Clients70
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

CARRINGTON FINANCIAL PLANNING, LLC
$20M
JPFG WEALTH MANAGEMENT, L.L.C.
CHARLOTTE, NC
$19M
MICHELANGELO PARTNERS, LLC
$19M
INTEGRATED INVESTMENTS, INC.
CORNELIUS, NC
$20M
ANDY MILLARD ADVISORY, LLC
$20M
BREVITY & ASSOCIATES, LLC
$19M

Get the full picture on FRYAR FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FRYAR FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans