Bryant Andrus
SBC Investment Management · Scottsdale, Arizona
Bryant Andrus is a fee-only financial advisor at SBC Investment Management in Scottsdale, Arizona, who holds the CFP credential. SBC Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | SBC Investment Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $75.7M across 58 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, IA, TX, UT · CRD 5054636 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sbcinvestmentmanagement.com |
How Bryant's firm compares
- SBC Investment Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Bryant
Is Bryant Andrus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryant holds no broker registration, and SBC Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryant charge for financial advice?
Bryant's firm, SBC Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bryant Andrus based?
Bryant Andrus is based in Scottsdale, Arizona.
What credentials does Bryant Andrus hold?
Bryant Andrus holds the CFP credential.
Is Bryant Andrus registered with the SEC?
Yes. Bryant Andrus is registered as an investment adviser representative in AZ, IA, TX and UT (CRD 5054636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SBC Investment Management manage?
SBC Investment Management reports $75.7M across 58 accounts in assets under management.
How do I contact Bryant Andrus?
Through Bryant's website, www.sbcinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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