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THE BRYDON GROUP

WASHINGTON, D.C., DC · CRD 324247 · IAPD ↗ · 202-990-7605

$721.5MRegulatory AUM
19Advisory reps
19Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — THE BRYDON GROUP crossed $500M in regulatory AUM ($314.9M -> $721.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2026 — THE BRYDON GROUP grew from 12 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
August 2025 — THE BRYDON GROUP (WASHINGTON, D.C., DC) is newly SEC-registered with $314.9M RAUM and 12 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.