Brian Joyce provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Brian Joyce reports 97 clients. They include 66 individual clients, 29 high-net-worth individuals and 2 charitable organizations. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $119M across 289 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 28% |
| High-net-worth individuals | 30% | 69% |
| Charitable organizations | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 66 | $32.7M | 27.6% | $495K |
| High-net-worth individuals | 29 | $82M | 69.2% | $2.83M |
| Charitable organizations | Fewer than 5 | $3.81M | 3.2% | $1.91M |
| Total | 97 | $119M | 100% | — |
- Clients
- 66
- Regulatory AUM
- $32.7M
- AUM share
- 27.6%
- Avg. per client
- $495K
- Clients
- 29
- Regulatory AUM
- $82M
- AUM share
- 69.2%
- Avg. per client
- $2.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.81M
- AUM share
- 3.2%
- Avg. per client
- $1.91M
Total
- Clients
- 97
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Brian Joyce charges 0.80%–1.25% for its Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning fees are fixed fees from $300 to $10,000, or hourly at $100 to $250 per hour.
- Pension Consulting
- Pension consulting fees are asset-based on the portfolio management schedule, or fixed fees from $1,000 to $100,000.
Brian Joyce owns 75% or more of Brian Joyce. The leadership team of Brian Joyce includes Chief Compliance Officer Brian Joyce. It has 1 employee.
Leadership
- Brian JoyceManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Brian Joyce, LLC
Brian Joyce
Control person · since January 2010
Brian Joyce’s regulatory assets grew from $109M (April 2025) to $119M (August 2026); clients were 97 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $119M | 97 | 1 | 1 |
| April 2025 | $109M | 94 | 1 | 1 |
Besides its headquarters, Brian Joyce has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Brian Joyce, LLC
- Headquarters
- Not reported
- Website
- intelligentinvestingllc.com
- Phone
- 970-776-4346
- SEC file
- 801-131516
- Structure
- Colorado LLC
- Fiscal year end
- December
Brian Joyce uses Charles Schwab ($122M) as custodian for its separately managed accounts. Brian Joyce does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Austin, TX · $122M100%
At year end, Brian Joyce’s separately managed accounts were mostly in funds (81%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds81%
- Bonds1%
How many clients does Brian Joyce have?
Brian Joyce has 97 clients and manages $119 million for them, as of August 2026. They include 66 individual clients, 29 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026
What services does Brian Joyce offer?
Brian Joyce provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Brian Joyce charge?
Brian Joyce charges 0.80%–1.25% for its Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Which custodians does Brian Joyce use?
Brian Joyce’s separately managed account assets are held at Charles Schwab & Co., Inc. (Austin, TX), with $122M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026
How many financial advisors does Brian Joyce have?
Brian Joyce has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brian Joyce invest in?
At the end of its last fiscal year, Brian Joyce’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brian Joyce?
Brian Joyce’s direct owner is Brian Joyce (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 August 2026
How does Brian Joyce get paid?
Brian Joyce is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Brian Joyce registered with the SEC?
Yes, Brian Joyce has been registered with the SEC as an investment adviser since 29 November 2024. Its CRD number is 286233 and its SEC file number is 801-131516.
Source: Form ADV Part 1A, Item 1, filed 7 August 2026; IAPD firm record
How do I contact Brian Joyce?
Its phone number is 970-776-4346. Its website is intelligentinvestingllc.com.