Bryspen provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Bryspen reports 72 clients. They include 54 high-net-worth individuals, 14 pension and profit-sharing plans, and 4 individual clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $329M across 277 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 6% | <1% |
| High-net-worth individuals | 75% | 93% |
| Pension and profit-sharing plans | 19% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.11M | 0.3% | $276K |
| High-net-worth individuals | 54 | $307M | 93.2% | $5.68M |
| Pension and profit-sharing plans | 14 | $21.4M | 6.5% | $1.53M |
| Total | 72 | $329M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.11M
- AUM share
- 0.3%
- Avg. per client
- $276K
- Clients
- 54
- Regulatory AUM
- $307M
- AUM share
- 93.2%
- Avg. per client
- $5.68M
- Clients
- 14
- Regulatory AUM
- $21.4M
- AUM share
- 6.5%
- Avg. per client
- $1.53M
Total
- Clients
- 72
- Regulatory AUM
- $329M
- 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
- 26–50
Bryspen charges 0.50%–1.00% a year for its Investment Supervisory Services. 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
- Consulting Services
- Consulting services are billed hourly at $375 to $575 per hour, with an estimate of total hours set at the start of the relationship.
- Financial Profile Services
- Financial Profile work is billed hourly at $375 to $575 per hour or as a fixed fee of $3,750 to $5,750; any retainer is capped at $1,200.
John Bryan owns 75% or more of Bryspen. The leadership team of Bryspen includes President John Bryan. It has 2 employees.
Leadership
- John BryanPresident/Principal/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Leah Sawyer Bryan
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Bryspen, Incorporated
John Bryan
Control person · since July 1991
Bryspen’s regulatory assets grew 1.6× from $212M (March 2021) to $329M (March 2026); clients were 72 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $329M | 72 | 2 | 1 |
| July 2025 | $294M | 84 | 2 | 1 |
| March 2024 | $262M | 73 | 2 | 2 |
| March 2023 | $220M | 67 | 2 | 2 |
| March 2022 | $242M | 64 | 2 | 2 |
| March 2021 | $212M | 73 | 2 | 2 |
Besides its headquarters, Bryspen has 0 offices, with 1 listed address in District of Columbia.
District of Columbia · 1 listed address
- 1717 Pennsylvania Avenue, NW, Suite 1025, WashingtonHQ
Contact and registration details
- Legal name
- Bryspen, Incorporated
- Headquarters
- 1717 Pennsylvania Avenue, NW, Suite 1025, Washington, DC 20006-3951
- Website
- Not reported
- Phone
- 404-545-8000
- SEC file
- 801-57755
- Structure
- Georgia corporation
- Fiscal year end
- December
Bryspen does not have custody of client assets.
At year end, Bryspen’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
- Non-exchange-traded equities85%
- Exchange-traded equities15%
- Cash1%
How many clients does Bryspen have?
Bryspen has 72 clients and manages $329 million for them, as of March 2026. They include 54 high-net-worth individuals, 14 pension and profit-sharing plans, and 4 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Bryspen offer?
Bryspen 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 Bryspen charge?
Bryspen charges 0.50%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.
How many financial advisors does Bryspen have?
Bryspen has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 2 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 Bryspen invest in?
At the end of its last fiscal year, Bryspen’s separately managed accounts held 85% non-exchange-traded equities, 15% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bryspen?
Bryspen’s direct owner is John Bryan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Bryspen get paid?
Bryspen is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Bryspen registered with the SEC?
Yes, Bryspen has been registered with the SEC as an investment adviser since 3 August 2000. Its CRD number is 109004 and its SEC file number is 801-57755.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Bryspen?
Bryspen’s main office is at 1717 Pennsylvania Avenue, NW, Suite 1025, Washington, DC 20006-3951. Its phone number is 404-545-8000.