Brindle & Bay Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Frisco, TX. Its latest Form ADV filing, dated March 25, 2026, reports $185M in regulatory assets under management, 4 employees, and 627 accounts.
Assets Under Management
$185M
Employees
4
Offices
--
Total Clients
184
Primary office
FRISCO, TX
5899 PRESTON RD, STE. 1103, FRISCO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
115
2
HNWI
37.5%
69
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 25, 2026
Discretionary100.0%
$185M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$185M
Total Accounts627
10Y AUM Change+$84M (+83.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.