Triad Hybrid Solutions, LLC (Norcross)

Name: Triad Hybrid Solutions, LLC
Address: 5155 Peachtree Parkway, Norcross, GA, 30092
Telephone: 866-580-8219

Triad Hybrid Solutions, LLC is a large advisory firm based in Norcross. It manages $1.47 billion of regulatory assets for 6,809 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.

Triad Hybrid Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Triad Hybrid Solutions: assets under management

The assets under management (AUM) of Triad Hybrid Solutions, LLC is $1.47 billion. The firm's AUM has grown by 3770% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.31 billion in discretionary accounts and $160.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $328.73 thousand.

Triad Hybrid Solutions has custody of $1.47 billion in cash and securities for 6,809 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is investment and business development companies, which make up 28% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Triad Hybrid Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Christian Bryan serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Michael Christian Bryan is individuals with 5,685 clients and $810.26 million of assets under management. Among the 9 most similar advisory firms, Triad Hybrid Solutions has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $1.47 billion for 6,809 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Triad Hybrid Solutions doesn't advise any private funds.

Careers at Triad Hybrid Solutions, LLC

The company employs 56 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 56 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Michael Christian Bryan has been acting as President since 1 Aug 2014. Bernard Andre Breton joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Amy R Rehn	Chief operating officer	1 Apr 2014	Other	5508693
David Belotte	Chief compliance officer	1 Apr 2014	Other	4418769
Ladenburg Thalman Financial Services Inc.	Manager/sole member	1 Apr 2014	75% - 100%	65-0701248
Michael Christian Bryan	President	1 Aug 2014	Other	4265093
Bernard Andre Breton	Chief compliance officer	1 Jul 2018	Other	2030660

Based in Norcross

The principal office where Triad Hybrid Solutions, LLC performs its advisory services is located at 5155 Peachtree Parkway, Norcross, GA 30092, which is also the mailing address of the firm. An additional office of the firm is in Milford, DE. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-580-8219 or by fax 678-291-9706. The normal business hours are 9:00 am - 5:00 pm est on Monday - Friday. You can find more information about the New York firm at triadhybrid.com/.