Bryant Woods Investment Advisors, LLC (Amherst)

Name: Bryant Woods Investment Advisors, LLC
Address: 45 Bryant Woods North, Amherst, NY, 14228
Telephone: 716-630-2489

Bryant Woods Investment Advisors, LLC is a large advisory firm based in Amherst. It manages $219.8 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Louisiana, New York, Pennsylvania, and Texas.

Bryant Woods Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bryant Woods Investment Advisors: assets under management

The assets under management (AUM) of Bryant Woods Investment Advisors, LLC is $219.8 million. The firm's AUM has grown by 216% since the beginning of its operation, and $4.3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $187.2 million in discretionary accounts and $32.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $969.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.72 million.

Bryant Woods Investment Advisors has custody of $2.8 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 71% of the total AUM. The second-largest asset type is exchange traded securities, which make up 26% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bryant Woods Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bryant Woods Investment Advisors serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Bryant Woods Investment Advisors is high net worth individuals with 64 clients and $125 million of assets under management. Among the 8 most similar advisory firms, Bryant Woods Investment Advisors has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $217.4 million for 204 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Bryant Woods Investment Advisors doesn't advise any private funds.

Careers at Bryant Woods Investment Advisors, LLC

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eugene Gerald Kershner	Member	1 Nov 1999	Other	4372172
Eugene Kershner	Member	1 Nov 1999	75% - 100%	4372172
Inc. Odyssey Advisors	Member	1 Jan 2005	25% - 50%	20-2269692
Kapil Kashyap	Member	1 Jan 2005	25% - 50%	1023403
Joseph Galda	Chief compliance officer	1 Jan 2011	Other	2562598
Joseph Paul Galda	Chief compliance officer	1 Jan 2011	Other	2562598
Llc Landmark Wealth Advisors	Member	1 Nov 2011	25% - 50%	27-3346909
Chiampou Travis Besaw & Kershner Llp	Member	1 Nov 2011	Other	16-1468002
Llc Advanced Wealth Management Group	Member	1 Nov 2011	25% - 50%	155083
Brian Kevin Laible	Chief compliance officer/managing member	1 Nov 2011	Other	4774488
Joshua J Kaplan	Chief compliance officer	1 Jan 2018	Other	5930106

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark Patrick Collard	Managing member	1 Jan 2005	75% - 100%	4209319
Brian K Laible	Managing member	1 Nov 2011	75% - 100%	4774488

Based in Amherst

The principal office where Bryant Woods Investment Advisors, LLC performs its advisory services is located at 45 Bryant Woods North, Amherst, NY 14228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-630-2489 or by fax 716-408-8899. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at landmarkfirm.com.