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BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD 291747 · SEC 801-131045
5899 PRESTON RD, STE. 1103, FRISCO, TX, 75034, United States
Phone
214-988-9178
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.8M
Discretionary AUM
$184.8M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $56.8M |
| High net worth individuals | 69 | $128.0M |
States served
SC, TX
All web addresses on file
Official SEC filing: View on IAPD