This section of the brochure tells you about our business, including ownership and a description of the services we offer. Bryan Advisory Services, LLC is referred to in this document as "BAS", "the Company", "us", "we", or "our". In this document we refer to current and prospective clients of Bryan Advisory Services as "you", "client", or "your". Bryan Advisory Services was established legally in 2010. Richard G Bryan Jr. is the sole and managing member of the LLC and has a history of investment counseling beginning in 1981 with Bryan Funding, Inc., a registered brokerage firm. Types of Advisory Services All clients enter into a written Investment Advisory Agreement where BAS and our investment adviser representatives provide asset management services on a continuous and ongoing basis guided by the individual needs of the client. Using the information provided by you, the investment advice provided to you is tailored to your individual situation. We regularly inquire about, and you are responsible for providing, information about your investment goals, time horizon, and risk tolerance. These investment supervisory services are not generally provided to all your holdings or net assets but rather to specific assets designated by you and accepted by us as managed assets. Portfolio Management Bryan Advisory Services LLC provides portfolio management of client funds based on the individual needs of the clients. We establish the client’s personal investment policy through personal discussions in order to determine goals and objectives. We create and manage the portfolio based on the clients’ particular circumstances. During the initial discussion, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we may also review and discuss a client’s prior investment history. We manage these accounts on a discretionary basis unless otherwise noted. Clients choosing us to provide investment advisory services sign an agreement giving us the authorization to effect security transactions on behalf of their portfolio. Discretionary client portfolios may invest in equities, fixed income, open or closed end mutual funds exchange trades funds (ETFs) or a combination of the above depending on the investment strategy chosen by the client. Pension Consulting Services BAS offers consulting services to pension or other employee benefit plans. For some clients we provide financial projections to assist them in their retirement planning. Any reports, financial statement projections, and analyses are intended for your use in developing and implementing your financial plan. Because of this limited purpose, the projections should not be considered a complete financial plan for you. Bryan Advisory Services will not audit, review, or compile financial statements. We will not express an opinion or other form of assurance regarding the reasonableness of assumptions and other data which may be used by others for prospective financial statements. There will likely be material differences between projected and actual results because events are variable and circumstances frequently do not fit predictions. Our

analyses will be highly dependent upon certain economic assumptions about the future. Therefore, you should establish fam iliarity with the historical data regarding key assumptions such as inflation and investment rates of return, as well as an underst anding of how these assumptions affect the results of our analysis. We may counsel you about the consistency of your assumptions when applying relevant historical data but we will not express assurance as to the accuracy or reasonableness of your data and assumptions. You are ultimately responsible for the assumptions and personal data upon which we base projections. The reports are not inte nded to, nor do they provide a guarantee about future events including your investment returns. The implementation of the plan is your responsibility. Bryan Advisory Services does not provide comprehensive financial planning. The Portfolio Management for our clients is limited to and focused upon investment and retirement planning. Risk management issues such as life, health, disability, and long‐term care insurance are not usually addressed and you will be encouraged to seek professional help in these areas. Additionally, BAS does not provide tax or legal advice but we may suggest transactions or investments for their tax benefits. Types of Investments Used We will consider many types of securities when formulating our investment advice to you. If you come to us with existing investments, we evaluate them in relationship to your financial goals, risk tolerance, and time horizon. Depending upon your situation, your account(s) managed by us may contain individual stocks, corporate/government bonds, treasuries, mutual funds, variable annuities, variable life insurance, or exchange traded funds ("ETF's"). Non-correlated Investments We may suggest non-correlated mutual funds or ETF's. Non-correlated mutual funds or ETF's may rise in value during general stock market declines and move down in an up market. We may use these non-correlated assets in an attempt to reduce volatility in your portfolio. The use of this strategy does not guarantee that the volatility, draw down, or loss of portfolio principal will be less and it may actually reduce long term performance. Wrap Fees A wrap account is a professionally managed investment plan in which all expenses, including brokerage commissions, management fees and administrative costs are “wrapped “into a single charge. BAS does not offer wrap fee services. Tailored Services and Investment Restrictions We attempt to tailor your investment portfolio to your situation as you have described it to us. It is important that you let us know when you have changes to your financial situation, goals, or investment time horizon. You may place restrictions upon our selection of investments, and it is important that you document this in written form to us. We will respect your wishes and maintain our communication about your portfolio. Assets Under Management As of January 2024 Bryan Advisory Services has managed 2,036,212.72 of client assets on a discretionary basis. The number of client assets Bryan Advisory Services manages on a non-discretionary basis is zero.