Brindle & Bay Financial Advisors, LLC
● SEC registered since 2024CRD 291747SEC# 801-131045Frisco, TX
Reg. AUM
$184.8M
Employees
4
Accounts
627
Location
Frisco, TX
Brindle & Bay Financial Advisors, LLC assets under management
Brindle & Bay Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Frisco, TX. The firm has been registered since 2024. It reports $184.8 million in regulatory assets under management and employs 4 people.
Brindle & Bay Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicolas Dale Davis Control | Managing Member/Cco | Over 75% | 2018 |
Frequently asked questions
How much does Brindle & Bay Financial Advisors, LLC manage?
Brindle & Bay Financial Advisors, LLC reports $184.8 million in regulatory assets under management on its Form ADV.
How many employees does Brindle & Bay Financial Advisors, LLC have?
Brindle & Bay Financial Advisors, LLC reports 4 employees.
Where is Brindle & Bay Financial Advisors, LLC located?
Brindle & Bay Financial Advisors, LLC is based in Frisco, TX and has been SEC-registered since 2024.
Does Brindle & Bay Financial Advisors, LLC disclose fund performance?
Brindle & Bay Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5899 Preston Rd, Ste. 1103, Frisco, TX 75034 |
| Phone | 214-988-9178 |
| Office hours | 9:00 To 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.8M▲ 62%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$184.8Mregulatory AUM
Discretionary $184.8M