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BRIAN SLY AND COMPANY

CRD 111396

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$2.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Sole Proprietorship

Filing date

2026-01-03

Disciplinary history

Yes

Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals8$2.0M

All web addresses on file

Official SEC filing: View on IAPD