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Brindle & Bay Financial Advisors, LLC

● SEC registered since 2024CRD 291747SEC# 801-131045Frisco, TX
Export (members)
Reg. AUM
$114.2M
Employees
3
Accounts
468
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 $114.2 million in regulatory assets under management and employs 3 people.
www.brindleandbay.comView on SEC.gov ↗

Brindle & Bay Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nicolas Dale Davis ControlManaging Member/CcoOver 75%2018

Frequently asked questions

How much does Brindle & Bay Financial Advisors, LLC manage?

Brindle & Bay Financial Advisors, LLC reports $114.2 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 3 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

Address5899 Preston Rd, Ste. 1103, Frisco, TX 75034
Phone214-988-9178
Office hours9:00 To 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.2M
Non-discretionary$0
Total (RAUM)$114.2M