DYER FINANCIAL ADVISORY

DYER FINANCIAL ADVISORY of TOWSON, MD is an SEC-registered investment adviser (CRD 123262). Regulatory assets under management: $24.3M.

Registration

• CRD: 123262
• Type: Registered investment adviser
• Location: 100 WEST ROAD, TOWSON, MD, 21204
• Phone: 410-337-5668
• Latest filing: 2026-03-31
• Regulatory AUM: $24.3M
• Discretionary AUM: $24.2M
• Non-discretionary AUM: $109K
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123262 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search