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They include 166 high-net-worth individuals and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Byrne Asset Management offer?","answer":"Byrne Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and financial planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Byrne Asset Management use?","answer":"Byrne Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $192M and Charles Schwab & Co., Inc. (Westlake, TX), with $192M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Byrne Asset Management have?","answer":"Byrne Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Byrne Asset Management invest in?","answer":"At the end of its last fiscal year, Byrne Asset Management’s separately managed accounts held 51% U.S. government and agency bonds, 44% investment grade corporate bonds and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Byrne Asset Management?","answer":"Byrne Asset Management’s direct owner is Brendan Byrne (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Byrne Asset Management get paid?","answer":"Byrne Asset Management is paid through a percentage of assets under management and fixed fees. 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